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Disclosery

Activest Wealth Management: USFR position timeline

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

Activest Wealth Management held 26,028 USFR 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 26,028 shares
    Change vs previous 13F -57,181 shares

    0.25% of the 13F portfolio, value $1,310,491.

    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 83,209 shares
    Change vs previous 13F -34,095 shares

    0.74% of the 13F portfolio, value $4,188,735.

    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 117,304 shares
    Change vs previous 13F -6,179 shares

    1.1% of the 13F portfolio, value $5,902,724.

    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 123,483 shares
    Change vs previous 13F -14,571 shares

    1.26% of the 13F portfolio, value $6,207,493.

    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 138,054 shares
    Change vs previous 13F -797 shares

    1.67% of the 13F portfolio, value $6,945,515.

    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 138,851 shares
    Change vs previous 13F -5,705 shares

    1.87% of the 13F portfolio, value $6,988,355.

    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 144,556 shares
    Change vs previous 13F -9,282 shares

    2.03% of the 13F portfolio, value $7,274,034.

    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 153,838 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $7,725,736.

    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).