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Disclosery

Vise Technologies, Inc.: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vise Technologies, Inc. on WSFS, newest first. How the timeline and the estimate are built.

Vise Technologies, Inc. held 6,249 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,249 shares
    Change vs previous 13F +1,682 shares

    0.01% of the 13F portfolio, value $479,482.

    13F-HR 0001812090-26-000004 filed by Vise Technologies, 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 4,567 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $252,304.

    13F-HR 0001812090-26-000002 filed by Vise Technologies, 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 4,567 shares
    Change vs previous 13F +4,567 shares

    <0.01% of the 13F portfolio, value $252,304.

    13F-HR 0001812090-26-000001 filed by Vise Technologies, Inc.
    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 0 shares
    Change vs previous 13F -4,008 shares

    13F-HR 0001812090-25-000005 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 4,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $220,430.

    13F-HR 0001085146-25-004681 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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