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Disclosery

WT Wealth Management: USMV position timeline

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

WT Wealth Management held 12,346 USMV 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 12,346 shares
    Change vs previous 13F -41 shares

    0.33% of the 13F portfolio, value $1,190,895.

    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 12,387 shares
    Change vs previous 13F -42 shares

    0.34% of the 13F portfolio, value $1,148,770.

    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 12,429 shares
    Change vs previous 13F -316 shares

    0.34% of the 13F portfolio, value $1,170,315.

    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 12,745 shares
    Change vs previous 13F -12,397 shares

    0.35% of the 13F portfolio, value $1,212,559.

    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 25,142 shares
    Change vs previous 13F +12,799 shares

    0.7% of the 13F portfolio, value $2,360,080.

    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 12,343 shares
    Change vs previous 13F -13,385 shares

    0.38% of the 13F portfolio, value $1,156,045.

    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 25,728 shares
    Change vs previous 13F -713 shares

    0.72% of the 13F portfolio, value $2,284,389.

    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 26,441 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,455,576.

    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).