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Disclosery

Activest Wealth Management: URTH position timeline

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

Activest Wealth Management held 288 URTH 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 288 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $58,431.

    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 447 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $80,406.

    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 447 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $82,974.

    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 443 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $80,440.

    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 443 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $75,044.

    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 440 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $67,349.

    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 440 shares
    Change vs previous 13F +160 shares

    0.02% of the 13F portfolio, value $68,369.

    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 280 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,935.

    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).