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Disclosery

Wellment Financial: JANW position timeline

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

Wellment Financial held 152,142 JANW 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 152,142 shares
    Change vs previous 13F +2,737 shares

    6.71% of the 13F portfolio, value $5,884,083.

    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 149,405 shares
    Change vs previous 13F -528 shares

    6.74% of the 13F portfolio, value $5,450,300.

    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 149,933 shares
    Change vs previous 13F -3,798 shares

    6.52% of the 13F portfolio, value $5,549,026.

    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 153,731 shares
    Change vs previous 13F -190,387 shares

    6.58% of the 13F portfolio, value $5,555,844.

    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 344,118 shares
    Change vs previous 13F -656 shares

    15.44% of the 13F portfolio, value $12,021,424.

    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 344,774 shares
    Change vs previous 13F +15,788 shares

    15.11% of the 13F portfolio, value $11,449,950.

    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 328,986 shares
    Change vs previous 13F not available

    13.91% of the 13F portfolio, value $11,063,805.

    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).