Skip to content
Disclosery

North Reef Capital Management LP: WLTH position timeline

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

North Reef Capital Management LP held 2,444,253 WLTH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,444,253 shares
    Change vs previous 13F -441,004 shares

    0.84% of the 13F portfolio, value $21,851,622.

    13F-HR 0001214659-26-010377 filed by North Reef Capital Management LP
    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 2,885,257 shares
    Change vs previous 13F +1,658,624 shares

    0.92% of the 13F portfolio, value $26,688,627.

    13F-HR 0001214659-26-006407 filed by North Reef Capital Management LP
    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 1,226,633 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $16,669,942.

    13F-HR 0001214659-26-001902 filed by North Reef Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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