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
- period ended2024-12-3113F 74,896 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 61,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 61,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 49,865 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 36,025 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 10,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).