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Rialto Wealth Management, LLC: USRT position timeline

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

Rialto Wealth Management, LLC held 116,234 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,234 shares
    Change vs previous 13F +7,960 shares

    1.53% of the 13F portfolio, value $7,723,763.

    13F-HR 0002054966-26-000003 filed by Rialto 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 108,274 shares
    Change vs previous 13F +9,753 shares

    1.44% of the 13F portfolio, value $6,408,755.

    13F-HR 0002054966-26-000002 filed by Rialto 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 98,521 shares
    Change vs previous 13F +9,623 shares

    1.34% of the 13F portfolio, value $5,611,741.

    13F-HR 0002054966-26-000001 filed by Rialto 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 88,898 shares
    Change vs previous 13F +5,584 shares

    1.35% of the 13F portfolio, value $5,220,080.

    13F-HR 0002054966-25-000005 filed by Rialto 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 83,314 shares
    Change vs previous 13F +7,806 shares

    1.32% of the 13F portfolio, value $4,712,222.

    13F-HR 0002054966-25-000003 filed by Rialto 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 75,508 shares
    Change vs previous 13F +15,459 shares

    1.37% of the 13F portfolio, value $4,349,282.

    13F-HR 0002054966-25-000002 filed by Rialto 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 60,049 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,441,437.

    13F-HR 0002054966-25-000001 filed by Rialto Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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