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Disclosery

Wellment Financial: PAYM position timeline

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

Wellment Financial held 33,999 PAYM 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 33,999 shares
    Change vs previous 13F +271 shares

    0.97% of the 13F portfolio, value $854,057.

    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 33,728 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $740,347.

    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).