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Disclosery

Wealth Group Ltd: DSEP position timeline

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

Wealth Group Ltd held 10,554 DSEP 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 10,554 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $518,201.

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

  2. period ended2026-06-30
    13F 10,954 shares
    Change vs previous 13F -800 shares

    0.1% of the 13F portfolio, value $519,658.

    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 11,754 shares
    Change vs previous 13F -236 shares

    0.12% of the 13F portfolio, value $516,725.

    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 11,990 shares
    Change vs previous 13F -500 shares

    0.12% of the 13F portfolio, value $538,424.

    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 12,490 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $552,058.

    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 12,490 shares
    Change vs previous 13F +3,250 shares

    0.13% of the 13F portfolio, value $529,574.

    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 9,240 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $366,604.

    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).

  8. period ended2024-12-31
    13F 9,040 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $366,544.

    13F-HR 0002010748-25-000001 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).