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Disclosery

Empirical Asset Management, LLC: WTMF position timeline

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

Empirical Asset Management, LLC held 19,375 WTMF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,375 shares
    Change vs previous 13F +782 shares

    0.18% of the 13F portfolio, value $791,462.

    13F-HR 0001951757-26-001200 filed by Empirical Asset 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 18,593 shares
    Change vs previous 13F +858 shares

    0.2% of the 13F portfolio, value $737,889.

    13F-HR 0001951757-26-000815 filed by Empirical Asset 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 17,735 shares
    Change vs previous 13F -12,599 shares

    0.19% of the 13F portfolio, value $674,274.

    13F-HR 0001951757-26-000393 filed by Empirical Asset 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 30,334 shares
    Change vs previous 13F -29,293 shares

    0.32% of the 13F portfolio, value $1,149,204.

    13F-HR 0001951757-25-001374 filed by Empirical Asset 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 59,627 shares
    Change vs previous 13F +1,085 shares

    0.65% of the 13F portfolio, value $2,105,184.

    13F-HR 0001951757-25-000983 filed by Empirical Asset 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 58,542 shares
    Change vs previous 13F +7,999 shares

    0.68% of the 13F portfolio, value $1,998,033.

    13F-HR 0001951757-25-000538 filed by Empirical Asset 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 50,543 shares
    Change vs previous 13F +3,817 shares

    0.59% of the 13F portfolio, value $1,765,480.

    13F-HR 0001951757-25-000026 filed by Empirical Asset 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 46,726 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,659,743.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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