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Wilkins Miller Wealth Management, LLC: USRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilkins Miller Wealth Management, LLC on USRT, newest first. How the timeline and the estimate are built.

Wilkins Miller Wealth Management, LLC held 13,881 USRT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,881 shares
    Change vs previous 13F -124 shares

    0.48% of the 13F portfolio, value $854,782.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,005 shares
    Change vs previous 13F -118 shares

    0.51% of the 13F portfolio, value $930,654.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,123 shares
    Change vs previous 13F -1,653 shares

    0.51% of the 13F portfolio, value $835,921.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,776 shares
    Change vs previous 13F -2,053 shares

    0.54% of the 13F portfolio, value $898,606.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,829 shares
    Change vs previous 13F -1,158 shares

    0.65% of the 13F portfolio, value $1,054,157.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 18,987 shares
    Change vs previous 13F +23 shares

    0.73% of the 13F portfolio, value $1,073,931.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,964 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,092,337.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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