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Disclosery

WT Wealth Management: JBBB position timeline

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

WT Wealth Management held 135,640 JBBB 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 135,640 shares
    Change vs previous 13F +14,231 shares

    1.78% of the 13F portfolio, value $6,422,549.

    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 121,409 shares
    Change vs previous 13F -60,196 shares

    1.68% of the 13F portfolio, value $5,658,283.

    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 181,605 shares
    Change vs previous 13F -50,618 shares

    2.49% of the 13F portfolio, value $8,662,558.

    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 232,223 shares
    Change vs previous 13F -3,755 shares

    3.22% of the 13F portfolio, value $11,186,202.

    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 235,978 shares
    Change vs previous 13F -5,627 shares

    3.37% of the 13F portfolio, value $11,376,509.

    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 241,605 shares
    Change vs previous 13F +47,356 shares

    3.82% of the 13F portfolio, value $11,758,919.

    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 194,249 shares
    Change vs previous 13F -2,012 shares

    3% of the 13F portfolio, value $9,549,289.

    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 196,261 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $9,673,711.

    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).