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Disclosery

4WEALTH ADVISORS, INC.: T position timeline

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

4WEALTH ADVISORS, INC. held 10,694 T 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 10,694 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $261,791.

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

  2. period ended2026-06-30
    13F 10,691 shares
    Change vs previous 13F -3 shares

    0.18% of the 13F portfolio, value $233,275.

    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 10,694 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $307,774.

    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 10,691 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $265,571.

    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 10,692 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $301,950.

    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).

  6. period ended2025-06-30
    13F 10,690 shares
    Change vs previous 13F +3 shares

    0.32% of the 13F portfolio, value $309,357.

    13F-HR 0001941040-25-000412 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).

  7. period ended2025-03-31
    13F 10,687 shares
    Change vs previous 13F -362 shares

    0.33% of the 13F portfolio, value $302,226.

    13F-HR 0001941040-25-000258 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).

  8. period ended2024-12-31
    13F 11,049 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $251,584.

    13F-HR 0001941040-25-000166 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).