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Disclosery

Stoic Point Capital Management LLC: WLTH position timeline

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

Stoic Point Capital Management LLC held 162,394 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 162,394 shares
    Change vs previous 13F -19,161 shares

    1.22% of the 13F portfolio, value $1,451,802.

    13F-HR 0002043279-26-000013 filed by Stoic Point Capital 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 181,555 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $1,679,384.

    13F-HR 0002043279-26-000010 filed by Stoic Point Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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