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Disclosery

Wellment Financial: TUA position timeline

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

Wellment Financial held 12,040 TUA 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 12,040 shares
    Change vs previous 13F +259 shares

    0.28% of the 13F portfolio, value $245,917.

    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 11,781 shares
    Change vs previous 13F +506 shares

    0.31% of the 13F portfolio, value $248,579.

    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 11,275 shares
    Change vs previous 13F -3,708 shares

    0.29% of the 13F portfolio, value $246,956.

    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 14,983 shares
    Change vs previous 13F -633 shares

    0.39% of the 13F portfolio, value $327,678.

    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 15,616 shares
    Change vs previous 13F -891 shares

    0.44% of the 13F portfolio, value $344,020.

    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 16,507 shares
    Change vs previous 13F +3,842 shares

    0.48% of the 13F portfolio, value $362,659.

    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 12,665 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $268,741.

    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).