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Disclosery

WT Wealth Management: ULST position timeline

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

WT Wealth Management held 79,331 ULST 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 79,331 shares
    Change vs previous 13F +7,782 shares

    0.89% of the 13F portfolio, value $3,206,975.

    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 71,549 shares
    Change vs previous 13F -25,429 shares

    0.86% of the 13F portfolio, value $2,897,718.

    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 96,978 shares
    Change vs previous 13F -16,194 shares

    1.13% of the 13F portfolio, value $3,928,094.

    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 113,172 shares
    Change vs previous 13F +22,523 shares

    1.33% of the 13F portfolio, value $4,604,972.

    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 90,649 shares
    Change vs previous 13F -48,205 shares

    1.09% of the 13F portfolio, value $3,685,791.

    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 138,854 shares
    Change vs previous 13F +19,581 shares

    1.83% of the 13F portfolio, value $5,644,415.

    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 119,273 shares
    Change vs previous 13F -915 shares

    1.51% of the 13F portfolio, value $4,819,834.

    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 120,188 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,882,024.

    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).