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Disclosery

WT Wealth Management: PPA position timeline

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

WT Wealth Management held 35,963 PPA 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 35,963 shares
    Change vs previous 13F +4,338 shares

    1.76% of the 13F portfolio, value $6,352,918.

    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 31,625 shares
    Change vs previous 13F +2,322 shares

    1.56% of the 13F portfolio, value $5,240,288.

    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 29,303 shares
    Change vs previous 13F -16,949 shares

    1.32% of the 13F portfolio, value $4,589,683.

    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 46,252 shares
    Change vs previous 13F -1,276 shares

    2.07% of the 13F portfolio, value $7,189,845.

    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 47,528 shares
    Change vs previous 13F +1,091 shares

    1.99% of the 13F portfolio, value $6,734,294.

    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 46,437 shares
    Change vs previous 13F +9,361 shares

    1.76% of the 13F portfolio, value $5,412,230.

    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 37,076 shares
    Change vs previous 13F +1,247 shares

    1.34% of the 13F portfolio, value $4,253,762.

    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 35,829 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $4,274,012.

    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).