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Dechtman Wealth Management, LLC: WAL position timeline

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

Dechtman Wealth Management, LLC held 9,186 WAL shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,186 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $767,393.

    13F-HR 0001992316-25-000001 filed by Dechtman 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 ended2024-09-30
    13F 9,149 shares
    Change vs previous 13F +42 shares

    0.16% of the 13F portfolio, value $791,266.

    13F-HR 0001992316-24-000007 filed by Dechtman 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 ended2024-06-30
    13F 9,107 shares
    Change vs previous 13F +53 shares

    0.13% of the 13F portfolio, value $572,107.

    13F-HR 0001992316-24-000004 filed by Dechtman 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 ended2024-03-31
    13F/A 9,054 shares
    Change vs previous 13F +59 shares

    0.14% of the 13F portfolio, value $581,163.

    13F-HR/A 0001992316-24-000003 filed by Dechtman 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 ended2023-12-31
    13F 8,995 shares
    Change vs previous 13F +61 shares

    0.16% of the 13F portfolio, value $591,000.

    13F-HR 0001992316-24-000001 filed by Dechtman 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 ended2023-09-30
    13F 8,934 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $411,000.

    13F-HR 0001992316-23-000004 filed by Dechtman 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 ended2023-06-30
    13F 8,974 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $327,290.

    13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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