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Disclosery

WT Wealth Management: ET position timeline

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

WT Wealth Management held 13,036 ET 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 13,036 shares
    Change vs previous 13F +218 shares

    0.07% of the 13F portfolio, value $249,239.

    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 12,818 shares
    Change vs previous 13F -702 shares

    0.07% of the 13F portfolio, value $247,383.

    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 13,520 shares
    Change vs previous 13F -26,449 shares

    0.06% of the 13F portfolio, value $222,953.

    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 39,969 shares
    Change vs previous 13F -5,625 shares

    0.2% of the 13F portfolio, value $685,872.

    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 45,594 shares
    Change vs previous 13F +3,704 shares

    0.24% of the 13F portfolio, value $826,622.

    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 41,890 shares
    Change vs previous 13F +2,967 shares

    0.25% of the 13F portfolio, value $778,735.

    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 38,923 shares
    Change vs previous 13F +3,151 shares

    0.24% of the 13F portfolio, value $762,498.

    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 35,772 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $587,025.

    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).