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Householder Group Estate & Retirement Specialist, LLC: WTAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Householder Group Estate & Retirement Specialist, LLC on WTAI, newest first. How the timeline and the estimate are built.

Householder Group Estate & Retirement Specialist, LLC held 74,896 WTAI shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 74,896 shares
    Change vs previous 13F +13,801 shares

    1.23% of the 13F portfolio, value $1,647,000.

    13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, 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 61,095 shares
    Change vs previous 13F -770 shares

    0.35% of the 13F portfolio, value $1,217,000.

    13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, 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 61,865 shares
    Change vs previous 13F +12,000 shares

    0.36% of the 13F portfolio, value $1,292,000.

    13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, 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 49,865 shares
    Change vs previous 13F +13,840 shares

    0.31% of the 13F portfolio, value $1,035,702.

    13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, 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 36,025 shares
    Change vs previous 13F +26,025 shares

    0.24% of the 13F portfolio, value $745,000.

    13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, 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 10,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $174,200.

    13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
    Filed (acceptance time not in the bulk data set), ingested

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