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Wedmont Private Capital: RKT position timeline

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

Wedmont Private Capital held 25,498 RKT 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 25,498 shares
    Change vs previous 13F -5,821 shares

    0.01% of the 13F portfolio, value $299,856.

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

  2. period ended2026-06-30
    13F 31,319 shares
    Change vs previous 13F +6,930 shares

    0.01% of the 13F portfolio, value $450,680.

    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 24,389 shares
    Change vs previous 13F +1,086 shares

    0.01% of the 13F portfolio, value $370,713.

    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 23,303 shares
    Change vs previous 13F +1,399 shares

    0.02% of the 13F portfolio, value $495,888.

    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 21,904 shares
    Change vs previous 13F +21,904 shares

    0.01% of the 13F portfolio, value $356,597.

    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 0 shares
    Change vs previous 13F -14,320 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 14,320 shares
    Change vs previous 13F +14,320 shares

    0.01% of the 13F portfolio, value $170,408.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.