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T. Rowe Price Investment Management, Inc.: WLTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of T. Rowe Price Investment Management, Inc. on WLTH, newest first. How the timeline and the estimate are built.

T. Rowe Price Investment Management, Inc. held 3,474,002 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 3,474,002 shares
    Change vs previous 13F +556,410 shares

    0.02% of the 13F portfolio, value $31,058,000.

    13F-HR 0001897612-26-000578 filed by T. Rowe Price Investment Management, Inc.
    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 2,917,592 shares
    Change vs previous 13F +626,513 shares

    0.02% of the 13F portfolio, value $26,988,000.

    13F-HR 0001897612-26-000460 filed by T. Rowe Price Investment Management, Inc.
    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/A 2,291,079 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $31,136,000.

    13F-HR/A 0001897612-26-000299 filed by T. Rowe Price Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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