Skip to content
Disclosery

WT Wealth Management: FDUS position timeline

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

WT Wealth Management held 51,113 FDUS 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 51,113 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $974,725.

    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 51,113 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $890,388.

    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 51,113 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $986,481.

    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 51,113 shares
    Change vs previous 13F -742 shares

    0.3% of the 13F portfolio, value $1,035,549.

    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 51,855 shares
    Change vs previous 13F -1,521 shares

    0.31% of the 13F portfolio, value $1,047,471.

    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 53,376 shares
    Change vs previous 13F -2,063 shares

    0.35% of the 13F portfolio, value $1,088,337.

    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 55,439 shares
    Change vs previous 13F -2,200 shares

    0.37% of the 13F portfolio, value $1,165,328.

    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 57,639 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,132,606.

    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).