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Disclosery

Triad Investment Management: WTM position timeline

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

Triad Investment Management held 2,416 WTM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,416 shares
    Change vs previous 13F -55 shares

    6.43% of the 13F portfolio, value $4,847,279.

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,471 shares
    Change vs previous 13F -42 shares

    5.65% of the 13F portfolio, value $5,122,932.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 2,513 shares
    Change vs previous 13F -35 shares

    6.52% of the 13F portfolio, value $5,520,521.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,548 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $5,294,405.

    13F-HR 0001615717-26-000002 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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