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Disclosery

Nolet Wealth Management, LLC: USRT position timeline

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

Nolet Wealth Management, LLC held 19,036 USRT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,036 shares
    Change vs previous 13F +9 shares

    0.7% of the 13F portfolio, value $1,264,941.

    13F-HR 0002056656-26-000007 filed by Nolet 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 19,027 shares
    Change vs previous 13F +2,512 shares

    0.64% of the 13F portfolio, value $1,126,208.

    13F-HR 0002056656-26-000005 filed by Nolet 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/A 16,515 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $940,695.

    13F-HR/A 0002056656-26-000004 filed by Nolet Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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