Skip to content
Disclosery

Wealth Intelligence, LLC: CB position timeline

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

Wealth Intelligence, LLC held 8,493 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,493 shares
    Change vs previous 13F -257 shares

    1.34% of the 13F portfolio, value $2,893,905.

    13F-HR 0002112078-26-000003 filed by Wealth Intelligence, LLC
    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 8,750 shares
    Change vs previous 13F -374 shares

    1.37% of the 13F portfolio, value $2,851,888.

    13F-HR 0002112078-26-000002 filed by Wealth Intelligence, LLC
    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 9,124 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,847,783.

    13F-HR 0002112078-26-000001 filed by Wealth Intelligence, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).