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Disclosery

WT Wealth Management: USFR position timeline

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

WT Wealth Management held 208,244 USFR 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 208,244 shares
    Change vs previous 13F -13,016 shares

    2.9% of the 13F portfolio, value $10,485,085.

    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 221,260 shares
    Change vs previous 13F +23,478 shares

    3.31% of the 13F portfolio, value $11,138,245.

    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 197,782 shares
    Change vs previous 13F -1,092 shares

    2.86% of the 13F portfolio, value $9,952,407.

    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 198,874 shares
    Change vs previous 13F +102,391 shares

    2.88% of the 13F portfolio, value $9,997,371.

    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 96,483 shares
    Change vs previous 13F +70,018 shares

    1.44% of the 13F portfolio, value $4,854,060.

    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 26,465 shares
    Change vs previous 13F -48,421 shares

    0.43% of the 13F portfolio, value $1,331,967.

    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 74,886 shares
    Change vs previous 13F +1,849 shares

    1.18% of the 13F portfolio, value $3,768,250.

    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 73,037 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,679,618.

    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).