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Disclosery

Elios Financial Group Inc.: WTMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elios Financial Group Inc. on WTMF, newest first. How the timeline and the estimate are built.

Elios Financial Group Inc. held 20,734 WTMF shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,734 shares
    Change vs previous 13F +3,132 shares

    0.33% of the 13F portfolio, value $732,050.

    13F-HR 0002035601-25-000003 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 17,602 shares
    Change vs previous 13F -40 shares

    0.3% of the 13F portfolio, value $600,773.

    13F-HR 0002035601-25-000002 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 17,642 shares
    Change vs previous 13F +282 shares

    0.29% of the 13F portfolio, value $616,252.

    13F-HR 0002035601-25-000001 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,360 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $616,634.

    13F-HR 0001674020-24-000008 filed by Elios Financial Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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