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Disclosery

Ruggaard & Associates LLC: WTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruggaard & Associates LLC on WTV, newest first. How the timeline and the estimate are built.

Ruggaard & Associates LLC held 82,878 WTV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,878 shares
    Change vs previous 13F +2,807 shares

    3.02% of the 13F portfolio, value $8,430,327.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 80,071 shares
    Change vs previous 13F +2,612 shares

    3.01% of the 13F portfolio, value $7,585,100.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 77,459 shares
    Change vs previous 13F -7,508 shares

    2.85% of the 13F portfolio, value $7,226,910.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 84,967 shares
    Change vs previous 13F +319 shares

    2.89% of the 13F portfolio, value $7,732,814.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 84,648 shares
    Change vs previous 13F -5,655 shares

    2.94% of the 13F portfolio, value $7,313,548.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 90,303 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $7,420,223.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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