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Disclosery

Wealth Group, Ltd.: W position timeline

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

Wealth Group, Ltd. held 0 W shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,294 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F/A 4,294 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $241,000.

    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).