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WealthTrak Capital Management LLC: HCMT position timeline

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

WealthTrak Capital Management LLC held 154,777 HCMT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,777 shares
    Change vs previous 13F +1,540 shares

    4.27% of the 13F portfolio, value $6,491,347.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 153,237 shares
    Change vs previous 13F +3,212 shares

    3.85% of the 13F portfolio, value $5,392,410.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 150,025 shares
    Change vs previous 13F -7,277 shares

    4.14% of the 13F portfolio, value $5,784,964.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 157,302 shares
    Change vs previous 13F -5,614 shares

    4.85% of the 13F portfolio, value $5,897,252.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 162,916 shares
    Change vs previous 13F +33,377 shares

    4.43% of the 13F portfolio, value $5,307,804.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 129,539 shares
    Change vs previous 13F +3,851 shares

    3.37% of the 13F portfolio, value $3,913,374.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management 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 125,688 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $4,535,641.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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