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Disclosery

WT Wealth Management: MA position timeline

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

WT Wealth Management held 4,901 MA 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 4,901 shares
    Change vs previous 13F +818 shares

    0.7% of the 13F portfolio, value $2,516,952.

    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 4,083 shares
    Change vs previous 13F -1,530 shares

    0.61% of the 13F portfolio, value $2,040,148.

    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 5,613 shares
    Change vs previous 13F +926 shares

    0.92% of the 13F portfolio, value $3,204,479.

    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 4,687 shares
    Change vs previous 13F +119 shares

    0.77% of the 13F portfolio, value $2,665,746.

    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 4,568 shares
    Change vs previous 13F -598 shares

    0.76% of the 13F portfolio, value $2,566,715.

    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 5,166 shares
    Change vs previous 13F -350 shares

    0.92% of the 13F portfolio, value $2,831,541.

    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 5,516 shares
    Change vs previous 13F +209 shares

    0.91% of the 13F portfolio, value $2,904,721.

    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 5,307 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,740,156.

    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).