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CONGRESS ASSET MANAGEMENT CO: WLTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONGRESS ASSET MANAGEMENT CO on WLTH, newest first. How the timeline and the estimate are built.

CONGRESS ASSET MANAGEMENT CO held 1,129,703 WLTH shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,129,703 shares
    Change vs previous 13F +204,498 shares

    0.08% of the 13F portfolio, value $11,726,317.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 925,205 shares
    Change vs previous 13F +71,458 shares

    0.05% of the 13F portfolio, value $8,271,333.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 853,747 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,897,160.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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