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Disclosery

Wealth Group, Ltd.: LOW position timeline

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

Wealth Group, Ltd. held 22,434 LOW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,434 shares
    Change vs previous 13F +18,079 shares

    1.23% of the 13F portfolio, value $4,946,000.

    13F-HR 0002013988-26-000003 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).

  2. period ended2026-03-31
    13F 4,355 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,029,000.

    13F-HR 0002013988-26-000002 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).

  3. period ended2025-12-31
    13F 4,355 shares
    Change vs previous 13F -175 shares

    1.02% of the 13F portfolio, value $1,050,000.

    13F-HR 0002013988-26-000001 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).

  4. period ended2025-06-30
    13F 4,530 shares
    Change vs previous 13F +165 shares

    1% of the 13F portfolio, value $1,005,000.

    13F-HR 0002013988-25-000006 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).

  5. period ended2025-03-31
    13F 4,365 shares
    Change vs previous 13F -811 shares

    0.66% of the 13F portfolio, value $1,018,000.

    13F-HR 0002013988-25-000002 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).

  6. period ended2024-12-31
    13F 5,176 shares
    Change vs previous 13F +725 shares

    0.83% of the 13F portfolio, value $1,277,000.

    13F-HR 0002013988-25-000001 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).

  7. period ended2024-09-30
    13F/A 4,451 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,206,000.

    13F-HR/A 0001665518-24-000007 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).