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Disclosery

Wellment Financial: OCTT position timeline

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

Wellment Financial held 0 OCTT shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -122,203 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 122,203 shares
    Change vs previous 13F +2,783 shares

    6.3% of the 13F portfolio, value $4,905,228.

    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).

  3. period ended2025-03-31
    13F 119,420 shares
    Change vs previous 13F -2,052 shares

    5.87% of the 13F portfolio, value $4,444,777.

    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).

  4. period ended2024-12-31
    13F 121,472 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $4,642,235.

    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).