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Disclosery

Wellment Financial: DECW position timeline

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

Wellment Financial held 129,916 DECW 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 129,916 shares
    Change vs previous 13F +1,790 shares

    5.28% of the 13F portfolio, value $4,631,502.

    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 128,126 shares
    Change vs previous 13F -789 shares

    5.3% of the 13F portfolio, value $4,280,674.

    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 128,915 shares
    Change vs previous 13F -177,381 shares

    5.14% of the 13F portfolio, value $4,375,359.

    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 306,296 shares
    Change vs previous 13F +14,712 shares

    11.96% of the 13F portfolio, value $10,104,690.

    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 291,584 shares
    Change vs previous 13F -429 shares

    11.83% of the 13F portfolio, value $9,212,583.

    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 292,013 shares
    Change vs previous 13F +12,680 shares

    11.54% of the 13F portfolio, value $8,745,776.

    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 279,333 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $8,497,296.

    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).