Wells Financial Advisors INC: THRO position timeline

Wells Financial Advisors INC held 2,348 THRO 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 2,348 shares

   Change vs previous 13F -1,322 shares

   0.94% of the 13F portfolio, value $101,222.

   13F-HR 0001844454-26-000004 filed by Wells Financial Advisors INC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,670 shares

   Change vs previous 13F 0 shares

   0.6% of the 13F portfolio, value $132,927.

   13F-HR 0001844454-26-000003 filed by Wells Financial Advisors INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,670 shares

   Change vs previous 13F -1,105 shares

   0.27% of the 13F portfolio, value $141,515.

   13F-HR 0001844454-26-000001 filed by Wells Financial Advisors INC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,775 shares

   Change vs previous 13F +3,445 shares

   0.24% of the 13F portfolio, value $180,782.

   13F-HR 0001844454-25-000007 filed by Wells Financial Advisors INC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,330 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $47,321.

   13F-HR 0001844454-25-000005 filed by Wells Financial Advisors INC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).