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Disclosery

WT Wealth Management: SRVR position timeline

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

WT Wealth Management held 0 SRVR shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -16,335 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 16,335 shares
    Change vs previous 13F +2,508 shares

    0.13% of the 13F portfolio, value $467,838.

    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).

  3. period ended2025-09-30
    13F 13,827 shares
    Change vs previous 13F +4,222 shares

    0.13% of the 13F portfolio, value $438,027.

    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).

  4. period ended2025-06-30
    13F 9,605 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $310,420.

    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).