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Disclosery

Austin Wealth Management, LLC: WTMF position timeline

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

Austin Wealth Management, LLC held 10,267 WTMF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,267 shares
    Change vs previous 13F -236 shares

    0.09% of the 13F portfolio, value $419,202.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 10,503 shares
    Change vs previous 13F -4,075 shares

    0.1% of the 13F portfolio, value $421,590.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 14,578 shares
    Change vs previous 13F -74 shares

    0.08% of the 13F portfolio, value $563,303.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 14,652 shares
    Change vs previous 13F -80 shares

    0.09% of the 13F portfolio, value $562,930.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 14,732 shares
    Change vs previous 13F -32,860 shares

    0.09% of the 13F portfolio, value $530,594.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 47,592 shares
    Change vs previous 13F -5,677 shares

    0.32% of the 13F portfolio, value $1,613,369.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 53,269 shares
    Change vs previous 13F -7,122 shares

    0.39% of the 13F portfolio, value $1,897,442.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, LLC
    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 60,391 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,116,101.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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