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Disclosery

WT Wealth Management: QDEF position timeline

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

WT Wealth Management held 27,590 QDEF 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 27,590 shares
    Change vs previous 13F +7,856 shares

    0.66% of the 13F portfolio, value $2,400,923.

    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 19,734 shares
    Change vs previous 13F -502 shares

    0.47% of the 13F portfolio, value $1,575,168.

    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 20,236 shares
    Change vs previous 13F +1,636 shares

    0.47% of the 13F portfolio, value $1,638,307.

    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 18,600 shares
    Change vs previous 13F +1,411 shares

    0.43% of the 13F portfolio, value $1,487,710.

    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 17,189 shares
    Change vs previous 13F -2,607 shares

    0.38% of the 13F portfolio, value $1,272,859.

    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 19,796 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,383,542.

    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).