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WPWealth LLP: POCT position timeline

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

WPWealth LLP held 99,124 POCT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,124 shares
    Change vs previous 13F -711 shares

    0.68% of the 13F portfolio, value $4,600,345.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 99,835 shares
    Change vs previous 13F -12,977 shares

    0.66% of the 13F portfolio, value $4,303,887.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 112,812 shares
    Change vs previous 13F -16,503 shares

    0.78% of the 13F portfolio, value $4,954,703.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 129,315 shares
    Change vs previous 13F +16,832 shares

    0.91% of the 13F portfolio, value $5,573,477.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 112,483 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $4,645,548.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 112,483 shares
    Change vs previous 13F -30,991 shares

    0.86% of the 13F portfolio, value $4,369,965.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 143,474 shares
    Change vs previous 13F -2,447 shares

    1.16% of the 13F portfolio, value $5,676,750.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 145,921 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $5,683,623.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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