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Disclosery

Wealth Group Ltd: OEF position timeline

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

Wealth Group Ltd held 61,200 OEF 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 61,200 shares
    Change vs previous 13F +770 shares

    4.36% of the 13F portfolio, value $23,551,615.

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

  2. period ended2026-06-30
    13F 60,430 shares
    Change vs previous 13F +3,642 shares

    4.23% of the 13F portfolio, value $22,109,443.

    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 56,788 shares
    Change vs previous 13F +3,459 shares

    4.11% of the 13F portfolio, value $18,062,418.

    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 53,329 shares
    Change vs previous 13F +15,398 shares

    4.09% of the 13F portfolio, value $18,290,252.

    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 37,931 shares
    Change vs previous 13F +16,717 shares

    2.92% of the 13F portfolio, value $12,625,058.

    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 21,214 shares
    Change vs previous 13F +16,839 shares

    1.64% of the 13F portfolio, value $6,456,514.

    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 4,375 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,184,896.

    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).