Skip to content
Disclosery

Wellment Financial: DECU position timeline

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

Wellment Financial held 7,552 DECU 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 7,552 shares
    Change vs previous 13F -372,915 shares

    0.25% of the 13F portfolio, value $220,745.

    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 380,467 shares
    Change vs previous 13F -5,188 shares

    12.51% of the 13F portfolio, value $10,112,813.

    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 385,655 shares
    Change vs previous 13F -6,890 shares

    12.41% of the 13F portfolio, value $10,563,090.

    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 392,545 shares
    Change vs previous 13F not available

    12.49% of the 13F portfolio, value $10,551,610.

    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).