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Disclosery

Vertrix Wealth Management, LLC: WM position timeline

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

Vertrix Wealth Management, LLC held 20,447 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,447 shares
    Change vs previous 13F +2,641 shares

    1.53% of the 13F portfolio, value $4,557,227.

    13F-HR 0002118328-26-000002 filed by Vertrix Wealth 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 17,806 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,091,641.

    13F-HR 0002118328-26-000001 filed by Vertrix Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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