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Disclosery

WT Wealth Management: NETL position timeline

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

WT Wealth Management held 41,210 NETL 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 41,210 shares
    Change vs previous 13F +16,318 shares

    0.3% of the 13F portfolio, value $1,100,311.

    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 24,892 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $614,571.

    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).