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Disclosery

5T Wealth, LLC: OEF position timeline

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

5T Wealth, LLC held 7,224 OEF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,224 shares
    Change vs previous 13F -415 shares

    0.98% of the 13F portfolio, value $2,643,023.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,639 shares
    Change vs previous 13F -8,674 shares

    0.96% of the 13F portfolio, value $2,429,830.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,313 shares
    Change vs previous 13F +371 shares

    2.23% of the 13F portfolio, value $5,594,327.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,942 shares
    Change vs previous 13F +4,210 shares

    2.31% of the 13F portfolio, value $5,306,945.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,732 shares
    Change vs previous 13F +2,001 shares

    1.82% of the 13F portfolio, value $3,571,251.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,731 shares
    Change vs previous 13F +789 shares

    1.5% of the 13F portfolio, value $2,635,830.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,942 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,582,880.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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