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Disclosery

Welch Financial Planning, LLC: WISE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch Financial Planning, LLC on WISE, newest first. How the timeline and the estimate are built.

Welch Financial Planning, LLC held 0 WISE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -22,831 shares

    13F-HR 0002085141-26-000003 filed by Welch Financial Planning, LLC
    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.

  2. period ended2026-03-31
    13F 22,831 shares
    Change vs previous 13F -230 shares

    0.53% of the 13F portfolio, value $734,245.

    13F-HR 0002085141-26-000002 filed by Welch Financial Planning, 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 23,061 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $898,572.

    13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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