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Disclosery

Wellment Financial: DECT position timeline

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

Wellment Financial held 99,732 DECT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,732 shares
    Change vs previous 13F -5,315 shares

    4.46% of the 13F portfolio, value $3,915,778.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 105,047 shares
    Change vs previous 13F -3,299 shares

    4.62% of the 13F portfolio, value $3,734,421.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 108,346 shares
    Change vs previous 13F -1,808 shares

    4.67% of the 13F portfolio, value $3,971,964.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 110,154 shares
    Change vs previous 13F -2,516 shares

    4.62% of the 13F portfolio, value $3,905,973.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 112,670 shares
    Change vs previous 13F +3,590 shares

    4.83% of the 13F portfolio, value $3,762,051.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 109,080 shares
    Change vs previous 13F -1,130 shares

    4.46% of the 13F portfolio, value $3,382,026.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 110,210 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $3,511,985.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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