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Disclosery

WT Wealth Management: AIQ position timeline

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

WT Wealth Management held 80,532 AIQ 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 80,532 shares
    Change vs previous 13F +67,936 shares

    1.46% of the 13F portfolio, value $5,283,676.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 12,596 shares
    Change vs previous 13F -1,008 shares

    0.17% of the 13F portfolio, value $587,855.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 13,604 shares
    Change vs previous 13F +1,414 shares

    0.2% of the 13F portfolio, value $691,899.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 12,190 shares
    Change vs previous 13F +1,153 shares

    0.17% of the 13F portfolio, value $602,064.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 11,037 shares
    Change vs previous 13F -14 shares

    0.14% of the 13F portfolio, value $482,207.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 11,051 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $402,035.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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