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Disclosery

Wedmont Private Capital: IBKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on IBKR, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 8,507 IBKR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,507 shares
    Change vs previous 13F +382 shares

    0.02% of the 13F portfolio, value $735,600.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,125 shares
    Change vs previous 13F +735 shares

    0.02% of the 13F portfolio, value $764,481.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,390 shares
    Change vs previous 13F +291 shares

    0.02% of the 13F portfolio, value $534,371.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,099 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $506,443.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,867 shares
    Change vs previous 13F +1,603 shares

    0.02% of the 13F portfolio, value $476,226.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,264 shares
    Change vs previous 13F +3,967 shares

    0.01% of the 13F portfolio, value $304,470.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,297 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $222,241.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,281 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $237,254.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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