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Kathmere Capital Management, LLC: WD position timeline

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

Kathmere Capital Management, LLC held 138,401 WD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,401 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $7,570,535.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 138,401 shares
    Change vs previous 13F -40 shares

    0.38% of the 13F portfolio, value $6,142,236.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 138,441 shares
    Change vs previous 13F +40 shares

    0.56% of the 13F portfolio, value $8,327,226.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 ended2025-09-30
    13F 138,401 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $11,573,092.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 138,401 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $9,754,502.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 138,401 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $11,813,909.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 138,401 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $13,453,961.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 138,401 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $15,720,970.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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