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GILPIN WEALTH MANAGEMENT, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GILPIN WEALTH MANAGEMENT, LLC on USRT, newest first. How the timeline and the estimate are built.

GILPIN WEALTH MANAGEMENT, LLC held 14,255 USRT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,255 shares
    Change vs previous 13F -390 shares

    0.59% of the 13F portfolio, value $877,823.

    13F-HR 0002058144-26-000008 filed by GILPIN WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,645 shares
    Change vs previous 13F -116 shares

    0.67% of the 13F portfolio, value $973,161.

    13F-HR 0002058144-26-000006 filed by GILPIN 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 ended2026-03-31
    13F 14,761 shares
    Change vs previous 13F -753 shares

    0.69% of the 13F portfolio, value $873,704.

    13F-HR 0002058144-26-000004 filed by GILPIN 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 ended2025-12-31
    13F 15,514 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $883,678.

    13F-HR 0002058144-26-000002 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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