Olde Wealth Management, LLC: GARP position timeline

Olde Wealth Management, LLC held 143,651 GARP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 143,651 shares

   Change vs previous 13F -7,486 shares

   3.36% of the 13F portfolio, value $11,858,000.

   13F-HR 0001840760-26-000003 filed by Olde Wealth Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 151,137 shares

   Change vs previous 13F +3,478 shares

   3.06% of the 13F portfolio, value $9,668,000.

   13F-HR 0001840760-26-000002 filed by Olde Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 147,659 shares

   Change vs previous 13F +2,708 shares

   3.09% of the 13F portfolio, value $10,055,000.

   13F-HR 0001840760-26-000001 filed by Olde Wealth Management, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 144,951 shares

   Change vs previous 13F +42,295 shares

   3.06% of the 13F portfolio, value $9,901,000.

   13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-03-31

   13F 102,656 shares

   Change vs previous 13F not available

   1.85% of the 13F portfolio, value $5,237,000.

   13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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