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Disclosery

Wealth Enhancement Trust Services, Inc.: XMVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Enhancement Trust Services, Inc. on XMVM, newest first. How the timeline and the estimate are built.

Wealth Enhancement Trust Services, Inc. held 24,102 XMVM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,102 shares
    Change vs previous 13F +12,188 shares

    0.18% of the 13F portfolio, value $1,681,115.

    13F-HR 0001214659-26-012654 filed by Wealth Enhancement Trust Services, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 11,914 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $844,941.

    13F-HR/A 0001214659-26-008792 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).