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Disclosery

WT Wealth Management: HEAL position timeline

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

WT Wealth Management held 93,668 HEAL 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 93,668 shares
    Change vs previous 13F -7,448 shares

    0.72% of the 13F portfolio, value $2,584,305.

    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 101,116 shares
    Change vs previous 13F +12,945 shares

    0.72% of the 13F portfolio, value $2,409,096.

    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 88,171 shares
    Change vs previous 13F +8,066 shares

    0.74% of the 13F portfolio, value $2,576,492.

    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 80,105 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,560,028.

    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).