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WealthTrak Capital Management LLC: XTEN position timeline

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

WealthTrak Capital Management LLC held 24,075 XTEN 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 24,075 shares
    Change vs previous 13F -8,954 shares

    0.72% of the 13F portfolio, value $1,097,339.

    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 33,029 shares
    Change vs previous 13F +3,614 shares

    1.08% of the 13F portfolio, value $1,514,710.

    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 29,415 shares
    Change vs previous 13F +1,867 shares

    0.97% of the 13F portfolio, value $1,359,561.

    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 27,548 shares
    Change vs previous 13F +10,259 shares

    1.06% of the 13F portfolio, value $1,284,563.

    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 17,289 shares
    Change vs previous 13F +10,623 shares

    0.67% of the 13F portfolio, value $798,061.

    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 6,666 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $310,436.

    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).