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WT Wealth Management: MAR position timeline

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

WT Wealth Management held 5,297 MAR 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 5,297 shares
    Change vs previous 13F +477 shares

    0.54% of the 13F portfolio, value $1,962,949.

    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 4,820 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,576,411.

    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).