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HOWARD BAILEY SECURITIES, LLC: WTMF position timeline

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

HOWARD BAILEY SECURITIES, LLC held 7,604 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 7,604 shares
    Change vs previous 13F -1,447 shares

    0.12% of the 13F portfolio, value $310,623.

    13F-HR 0002043986-26-000006 filed by HOWARD BAILEY SECURITIES, 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 9,051 shares
    Change vs previous 13F -159 shares

    0.15% of the 13F portfolio, value $359,196.

    13F-HR 0002043986-26-000005 filed by HOWARD BAILEY SECURITIES, 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 9,210 shares
    Change vs previous 13F -95,151 shares

    0.14% of the 13F portfolio, value $350,164.

    13F-HR 0002043986-26-000001 filed by HOWARD BAILEY SECURITIES, 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/A 104,361 shares
    Change vs previous 13F +5,577 shares

    1.13% of the 13F portfolio, value $3,953,737.

    13F-HR/A 0002043986-26-000004 filed by HOWARD BAILEY SECURITIES, 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/A 98,784 shares
    Change vs previous 13F +3,851 shares

    1.08% of the 13F portfolio, value $3,487,667.

    13F-HR/A 0002043986-26-000003 filed by HOWARD BAILEY SECURITIES, 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/A 94,933 shares
    Change vs previous 13F +18,585 shares

    1.08% of the 13F portfolio, value $3,240,057.

    13F-HR/A 0002043986-26-000002 filed by HOWARD BAILEY SECURITIES, 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 76,348 shares
    Change vs previous 13F +6,018 shares

    0.99% of the 13F portfolio, value $2,666,846.

    13F-HR 0002043986-25-000001 filed by HOWARD BAILEY SECURITIES, 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 70,330 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,498,155.

    13F-HR 0002043986-24-000001 filed by HOWARD BAILEY SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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