Skip to content
Disclosery

Wiser Wealth Management, Inc: SUB position timeline

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

Wiser Wealth Management, Inc held 23,276 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,276 shares
    Change vs previous 13F +3,303 shares

    0.47% of the 13F portfolio, value $2,478,169.

    13F-HR 0001573263-26-000004 filed by Wiser Wealth Management, Inc
    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 19,973 shares
    Change vs previous 13F +163 shares

    0.46% of the 13F portfolio, value $2,127,097.

    13F-HR 0001573263-26-000003 filed by Wiser Wealth Management, Inc
    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 19,810 shares
    Change vs previous 13F +995 shares

    0.47% of the 13F portfolio, value $2,113,700.

    13F-HR 0001573263-26-000001 filed by Wiser Wealth Management, Inc
    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 18,815 shares
    Change vs previous 13F +3,339 shares

    0.46% of the 13F portfolio, value $2,009,038.

    13F-HR 0001573263-25-000007 filed by Wiser Wealth Management, Inc
    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 15,476 shares
    Change vs previous 13F -142 shares

    0.41% of the 13F portfolio, value $1,645,691.

    13F-HR 0001573263-25-000005 filed by Wiser Wealth Management, Inc
    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 15,618 shares
    Change vs previous 13F -872 shares

    0.46% of the 13F portfolio, value $1,649,234.

    13F-HR 0001573263-25-000004 filed by Wiser Wealth Management, Inc
    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 16,490 shares
    Change vs previous 13F -497 shares

    0.49% of the 13F portfolio, value $1,739,338.

    13F-HR 0001573263-25-000002 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,987 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,803,822.

    13F-HR 0001573263-24-000006 filed by Wiser Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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