Skip to content
Disclosery

WT Wealth Management: SIHY position timeline

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

WT Wealth Management held 142,830 SIHY 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 142,830 shares
    Change vs previous 13F +16,882 shares

    1.8% of the 13F portfolio, value $6,507,355.

    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 125,948 shares
    Change vs previous 13F -7,918 shares

    1.68% of the 13F portfolio, value $5,643,224.

    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 133,866 shares
    Change vs previous 13F +5,146 shares

    1.76% of the 13F portfolio, value $6,115,032.

    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 128,720 shares
    Change vs previous 13F +5,181 shares

    1.72% of the 13F portfolio, value $5,968,743.

    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 123,539 shares
    Change vs previous 13F +587 shares

    1.69% of the 13F portfolio, value $5,693,891.

    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 122,952 shares
    Change vs previous 13F -28,367 shares

    1.78% of the 13F portfolio, value $5,489,803.

    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 151,319 shares
    Change vs previous 13F -459 shares

    2.17% of the 13F portfolio, value $6,898,100.

    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 151,778 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $7,038,485.

    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).