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Disclosery

M Wealth Management, LLC: OUNZ position timeline

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

M Wealth Management, LLC held 7,373 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,373 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $284,525.

    13F-HR 0001172661-26-002811 filed by M 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 7,373 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $332,154.

    13F-HR 0001172661-26-002210 filed by M 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 7,373 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $305,833.

    13F-HR 0001172661-26-000383 filed by M Wealth 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 7,373 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $274,202.

    13F-HR 0001172661-25-004346 filed by M Wealth 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 7,373 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $235,125.

    13F-HR 0001172661-25-003023 filed by M Wealth 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 7,373 shares
    Change vs previous 13F -5,777 shares

    0.21% of the 13F portfolio, value $222,223.

    13F-HR 0001172661-25-001922 filed by M Wealth 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 13,150 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $332,695.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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