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Activest Wealth Management: C position timeline

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

Activest Wealth Management held 1,209 C shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,209 shares
    Change vs previous 13F -463 shares

    0.03% of the 13F portfolio, value $169,241.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 1,672 shares
    Change vs previous 13F +228 shares

    0.03% of the 13F portfolio, value $189,649.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 1,444 shares
    Change vs previous 13F +272 shares

    0.03% of the 13F portfolio, value $168,518.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 1,172 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $118,949.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 918 shares
    Change vs previous 13F -322 shares

    0.02% of the 13F portfolio, value $78,128.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 1,240 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $88,013.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 1,231 shares
    Change vs previous 13F -1,619 shares

    0.02% of the 13F portfolio, value $86,632.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,850 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $178,389.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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