Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: SUB position timeline

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

Brady Martz Wealth Solutions, LLC held 5,148 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,148 shares
    Change vs previous 13F -1,774 shares

    0.08% of the 13F portfolio, value $548,108.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, 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 6,922 shares
    Change vs previous 13F +449 shares

    0.13% of the 13F portfolio, value $737,193.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, 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 6,473 shares
    Change vs previous 13F -96 shares

    0.12% of the 13F portfolio, value $690,669.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, 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 6,569 shares
    Change vs previous 13F -3,103 shares

    0.13% of the 13F portfolio, value $701,438.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, 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 9,672 shares
    Change vs previous 13F +43 shares

    0.2% of the 13F portfolio, value $1,028,520.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, 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 9,629 shares
    Change vs previous 13F +1,334 shares

    0.23% of the 13F portfolio, value $1,016,822.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, 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 8,295 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $873,464.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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