Skip to content

Wealth Group Ltd: BBUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Group Ltd on BBUS, newest first. How the timeline and the estimate are built.

Wealth Group Ltd held 641,322 BBUS 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 641,322 shares
    Change vs previous 13F +12,805 shares

    16.51% of the 13F portfolio, value $89,150,114.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 628,517 shares
    Change vs previous 13F +38,509 shares

    16.2% of the 13F portfolio, value $84,673,781.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    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 590,008 shares
    Change vs previous 13F +45,989 shares

    15.75% of the 13F portfolio, value $69,137,142.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    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 544,019 shares
    Change vs previous 13F +166,193 shares

    15.01% of the 13F portfolio, value $67,082,946.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 377,826 shares
    Change vs previous 13F +156,872 shares

    10.55% of the 13F portfolio, value $45,588,525.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 220,954 shares
    Change vs previous 13F +171,866 shares

    6.3% of the 13F portfolio, value $24,729,164.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 49,088 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,952,527.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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