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Disclosery

Wealth Group Ltd: GIS position timeline

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

Wealth Group Ltd held 7,492 GIS 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 7,492 shares
    Change vs previous 13F +259 shares

    0.04% of the 13F portfolio, value $239,832.

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

  2. period ended2026-06-30
    13F 7,233 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $251,724.

    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 7,227 shares
    Change vs previous 13F -935 shares

    0.06% of the 13F portfolio, value $268,976.

    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 8,162 shares
    Change vs previous 13F -109 shares

    0.08% of the 13F portfolio, value $379,515.

    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 8,271 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $417,049.

    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 8,260 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $427,959.

    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 8,251 shares
    Change vs previous 13F -890 shares

    0.14% of the 13F portfolio, value $493,301.

    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 9,141 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $582,901.

    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).