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Disclosery

WT Wealth Management: PCMM position timeline

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

WT Wealth Management held 71,075 PCMM 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 71,075 shares
    Change vs previous 13F -14,094 shares

    0.98% of the 13F portfolio, value $3,544,866.

    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 85,169 shares
    Change vs previous 13F +49,608 shares

    1.25% of the 13F portfolio, value $4,187,760.

    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 35,561 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,782,317.

    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).