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Disclosery

WealthCollab, LLC: USRT position timeline

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

WealthCollab, LLC held 12,131 USRT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,131 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $806,105.

    13F-HR 0002017870-26-000003 filed by WealthCollab, 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 12,131 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $718,034.

    13F-HR 0002017870-26-000002 filed by WealthCollab, 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 12,131 shares
    Change vs previous 13F +468 shares

    0.28% of the 13F portfolio, value $690,982.

    13F-HR 0002017870-26-000001 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,663 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $684,852.

    13F-HR 0002017870-25-000007 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,663 shares
    Change vs previous 13F +464 shares

    0.37% of the 13F portfolio, value $659,660.

    13F-HR 0002017870-25-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,199 shares
    Change vs previous 13F +599 shares

    0.4% of the 13F portfolio, value $645,063.

    13F-HR 0002017870-25-000004 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,600 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $607,486.

    13F-HR 0002017870-25-000001 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,600 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $652,642.

    13F-HR 0002017870-24-000005 filed by WealthCollab, LLC
    Filed (acceptance time not in the bulk data set), ingested

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