Skip to content
Disclosery

WT Wealth Management: SPLV position timeline

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

WT Wealth Management held 39,937 SPLV 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 39,937 shares
    Change vs previous 13F -9 shares

    0.83% of the 13F portfolio, value $2,991,281.

    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 39,946 shares
    Change vs previous 13F +3,464 shares

    0.87% of the 13F portfolio, value $2,921,650.

    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 36,482 shares
    Change vs previous 13F +2,477 shares

    0.75% of the 13F portfolio, value $2,605,544.

    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 34,005 shares
    Change vs previous 13F +406 shares

    0.72% of the 13F portfolio, value $2,498,687.

    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 33,599 shares
    Change vs previous 13F +574 shares

    0.72% of the 13F portfolio, value $2,446,679.

    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 33,025 shares
    Change vs previous 13F +2,685 shares

    0.8% of the 13F portfolio, value $2,467,628.

    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 30,340 shares
    Change vs previous 13F -353 shares

    0.67% of the 13F portfolio, value $2,123,800.

    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 30,693 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,244,579.

    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).