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Disclosery

WT Wealth Management: CSHI position timeline

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

WT Wealth Management held 44,621 CSHI 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 44,621 shares
    Change vs previous 13F +5,302 shares

    0.62% of the 13F portfolio, value $2,222,573.

    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 39,319 shares
    Change vs previous 13F -2,449 shares

    0.58% of the 13F portfolio, value $1,957,298.

    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 41,768 shares
    Change vs previous 13F +1,267 shares

    0.6% of the 13F portfolio, value $2,077,113.

    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 40,501 shares
    Change vs previous 13F +1,146 shares

    0.58% of the 13F portfolio, value $2,013,855.

    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 39,355 shares
    Change vs previous 13F -8,997 shares

    0.58% of the 13F portfolio, value $1,957,114.

    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 48,352 shares
    Change vs previous 13F -39,870 shares

    0.78% of the 13F portfolio, value $2,399,716.

    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 88,222 shares
    Change vs previous 13F -2,843 shares

    1.38% of the 13F portfolio, value $4,395,215.

    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).

  8. period ended2024-09-30
    13F 91,065 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,549,616.

    13F-HR 0001780507-24-000005 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).