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Disclosery

Activest Wealth Management: OTF position timeline

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

Activest Wealth Management held 28,737 OTF 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 28,737 shares
    Change vs previous 13F -11,362 shares

    0.06% of the 13F portfolio, value $297,428.

    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 40,099 shares
    Change vs previous 13F +12,772 shares

    0.09% of the 13F portfolio, value $496,827.

    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 27,327 shares
    Change vs previous 13F +15,224 shares

    0.07% of the 13F portfolio, value $397,335.

    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 12,103 shares
    Change vs previous 13F +7,583 shares

    0.03% of the 13F portfolio, value $167,263.

    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 4,520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $68,930.

    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).