Skip to content
Disclosery

Solutions 4 Wealth, Ltd: WTPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Solutions 4 Wealth, Ltd on WTPI, newest first. How the timeline and the estimate are built.

Solutions 4 Wealth, Ltd held 240,518 WTPI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,518 shares
    Change vs previous 13F +43,526 shares

    10.18% of the 13F portfolio, value $7,886,571.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 196,992 shares
    Change vs previous 13F +10,026 shares

    9.45% of the 13F portfolio, value $6,286,002.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 186,966 shares
    Change vs previous 13F +64 shares

    9.33% of the 13F portfolio, value $6,173,626.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 186,902 shares
    Change vs previous 13F +20,519 shares

    9.65% of the 13F portfolio, value $6,218,230.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 166,383 shares
    Change vs previous 13F +11,469 shares

    8.89% of the 13F portfolio, value $5,330,906.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 154,914 shares
    Change vs previous 13F +35,739 shares

    8.51% of the 13F portfolio, value $4,824,030.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 119,175 shares
    Change vs previous 13F +58,087 shares

    7.11% of the 13F portfolio, value $3,928,726.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 61,088 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $2,022,004.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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