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WT Wealth Management: PAVE position timeline

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

WT Wealth Management held 101,491 PAVE 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 101,491 shares
    Change vs previous 13F +634 shares

    1.66% of the 13F portfolio, value $5,979,841.

    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 100,857 shares
    Change vs previous 13F +11,464 shares

    1.52% of the 13F portfolio, value $5,124,540.

    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 89,393 shares
    Change vs previous 13F -2,577 shares

    1.23% of the 13F portfolio, value $4,272,359.

    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 91,970 shares
    Change vs previous 13F -4,420 shares

    1.26% of the 13F portfolio, value $4,380,538.

    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 96,390 shares
    Change vs previous 13F +9,547 shares

    1.24% of the 13F portfolio, value $4,200,671.

    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 86,843 shares
    Change vs previous 13F +27,858 shares

    1.06% of the 13F portfolio, value $3,276,575.

    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 58,985 shares
    Change vs previous 13F +2,222 shares

    0.75% of the 13F portfolio, value $2,383,588.

    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 56,763 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,411,860.

    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).