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Horizon Wealth Management, LLC: WTAI position timeline

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

Horizon Wealth Management, LLC held 358,681 WTAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,681 shares
    Change vs previous 13F -191,412 shares

    2.17% of the 13F portfolio, value $17,026,592.

    13F-HR 0001951757-26-001099 filed by Horizon 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 ended2026-03-31
    13F 550,093 shares
    Change vs previous 13F +21,742 shares

    2.28% of the 13F portfolio, value $15,529,130.

    13F-HR 0001951757-26-000728 filed by Horizon 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 ended2025-12-31
    13F 528,351 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $15,396,149.

    13F-HR 0001951757-26-000349 filed by Horizon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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