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Disclosery

Wellment Financial: OCTW position timeline

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

Wellment Financial held 0 OCTW 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 0 shares
    Change vs previous 13F -144,301 shares

    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).

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

  2. period ended2026-03-31
    13F 144,301 shares
    Change vs previous 13F -377 shares

    6.87% of the 13F portfolio, value $5,551,259.

    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 144,678 shares
    Change vs previous 13F +144,678 shares

    6.63% of the 13F portfolio, value $5,642,442.

    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 0 shares
    Change vs previous 13F -134,231 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.

  5. period ended2025-06-30
    13F 134,231 shares
    Change vs previous 13F -714 shares

    6.38% of the 13F portfolio, value $4,967,889.

    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 134,945 shares
    Change vs previous 13F +3,789 shares

    6.25% of the 13F portfolio, value $4,739,268.

    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 131,156 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $4,663,488.

    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).