Skip to content
Disclosery

WT Wealth Management: OEF position timeline

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

WT Wealth Management held 6,926 OEF 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 6,926 shares
    Change vs previous 13F +1,305 shares

    0.7% of the 13F portfolio, value $2,534,016.

    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 5,621 shares
    Change vs previous 13F +752 shares

    0.53% of the 13F portfolio, value $1,787,871.

    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 4,869 shares
    Change vs previous 13F +249 shares

    0.48% of the 13F portfolio, value $1,669,921.

    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 4,620 shares
    Change vs previous 13F +289 shares

    0.44% of the 13F portfolio, value $1,537,721.

    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 4,331 shares
    Change vs previous 13F -1,014 shares

    0.39% of the 13F portfolio, value $1,318,140.

    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 5,345 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,447,586.

    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).