Skip to content

WT Wealth Management: BITB position timeline

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

WT Wealth Management held 35,165 BITB 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 35,165 shares
    Change vs previous 13F -2,204 shares

    0.31% of the 13F portfolio, value $1,120,357.

    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 37,369 shares
    Change vs previous 13F -30,576 shares

    0.41% of the 13F portfolio, value $1,375,566.

    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 67,945 shares
    Change vs previous 13F +9,494 shares

    0.93% of the 13F portfolio, value $3,231,464.

    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 58,451 shares
    Change vs previous 13F +32,616 shares

    1.05% of the 13F portfolio, value $3,636,821.

    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 25,835 shares
    Change vs previous 13F +2,187 shares

    0.45% of the 13F portfolio, value $1,513,673.

    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 23,648 shares
    Change vs previous 13F +4,351 shares

    0.34% of the 13F portfolio, value $1,061,322.

    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).

  7. period ended2024-12-31
    13F 19,297 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $981,252.

    13F-HR 0001780507-25-000003 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).