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Disclosery

Wellment Financial: SEPZ position timeline

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

Wellment Financial held 35,513 SEPZ 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 35,513 shares
    Change vs previous 13F -11,919 shares

    1.84% of the 13F portfolio, value $1,613,759.

    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 47,432 shares
    Change vs previous 13F -977 shares

    2.38% of the 13F portfolio, value $1,926,295.

    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 48,409 shares
    Change vs previous 13F -1,688 shares

    2.4% of the 13F portfolio, value $2,045,770.

    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 50,097 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $2,120,858.

    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).