Skip to content
Disclosery

4WEALTH ADVISORS, INC.: RCT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on RCT, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 53,960 RCT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,960 shares
    Change vs previous 13F +5,000 shares

    0.01% of the 13F portfolio, value $10,010.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,960 shares
    Change vs previous 13F +27,455 shares

    0.01% of the 13F portfolio, value $18,007.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 21,505 shares
    Change vs previous 13F +9,080 shares

    0.01% of the 13F portfolio, value $14,611.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,425 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $18,513.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 12,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $22,489.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).