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Disclosery

WT Wealth Management: SPOT position timeline

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

WT Wealth Management held 4,506 SPOT 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 4,506 shares
    Change vs previous 13F +430 shares

    0.57% of the 13F portfolio, value $2,068,716.

    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 4,076 shares
    Change vs previous 13F +622 shares

    0.59% of the 13F portfolio, value $1,976,686.

    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 3,454 shares
    Change vs previous 13F -145 shares

    0.58% of the 13F portfolio, value $2,005,499.

    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 3,599 shares
    Change vs previous 13F +453 shares

    0.72% of the 13F portfolio, value $2,511,780.

    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 3,146 shares
    Change vs previous 13F -140 shares

    0.71% of the 13F portfolio, value $2,413,943.

    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 3,286 shares
    Change vs previous 13F -1,679 shares

    0.59% of the 13F portfolio, value $1,807,389.

    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 4,965 shares
    Change vs previous 13F +135 shares

    0.7% of the 13F portfolio, value $2,221,389.

    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 4,830 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,830,075.

    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).