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Disclosery

Wela Strategies, Inc.: BTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wela Strategies, Inc. on BTZ, newest first. How the timeline and the estimate are built.

Wela Strategies, Inc. held 44,524 BTZ shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 44,524 shares
    Change vs previous 13F +1,118 shares

    0.19% of the 13F portfolio, value $491,990.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 43,406 shares
    Change vs previous 13F -43 shares

    0.19% of the 13F portfolio, value $473,994.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 43,449 shares
    Change vs previous 13F +3,650 shares

    0.2% of the 13F portfolio, value $465,773.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 39,799 shares
    Change vs previous 13F -1,210 shares

    2.26% of the 13F portfolio, value $5,243,983.

    13F-HR 0001062993-25-000723 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 41,009 shares
    Change vs previous 13F -22,588 shares

    0.2% of the 13F portfolio, value $462,582.

    13F-HR 0001062993-24-017762 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 63,597 shares
    Change vs previous 13F +2,387 shares

    0.32% of the 13F portfolio, value $681,124.

    13F-HR 0001644329-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 61,210 shares
    Change vs previous 13F -34,299 shares

    0.31% of the 13F portfolio, value $654,335.

    13F-HR 0001582732-24-000005 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 95,509 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $985,653.

    13F-HR 0001582732-24-000002 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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