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Disclosery

Wellment Financial: SIXF position timeline

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

Wellment Financial held 0 SIXF shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -38,352 shares

    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).

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

  2. period ended2025-09-30
    13F 38,352 shares
    Change vs previous 13F -511 shares

    1.41% of the 13F portfolio, value $1,192,740.

    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).

  3. period ended2025-06-30
    13F 38,863 shares
    Change vs previous 13F +1,193 shares

    1.48% of the 13F portfolio, value $1,150,733.

    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).

  4. period ended2025-03-31
    13F 37,670 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,050,240.

    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).