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Disclosery

Wellment Financial: ONEZ position timeline

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

Wellment Financial held 334,374 ONEZ 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 334,374 shares
    Change vs previous 13F +195,747 shares

    10.51% of the 13F portfolio, value $9,225,383.

    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 138,627 shares
    Change vs previous 13F +5,536 shares

    4.29% of the 13F portfolio, value $3,470,739.

    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 133,091 shares
    Change vs previous 13F +1,151 shares

    4.06% of the 13F portfolio, value $3,456,378.

    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 131,940 shares
    Change vs previous 13F +44,692 shares

    4.14% of the 13F portfolio, value $3,497,729.

    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 87,248 shares
    Change vs previous 13F +32,547 shares

    2.83% of the 13F portfolio, value $2,204,591.

    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 54,701 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $1,295,954.

    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).