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Disclosery

WT Wealth Management: V position timeline

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

WT Wealth Management held 9,354 V 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 9,354 shares
    Change vs previous 13F +524 shares

    0.89% of the 13F portfolio, value $3,209,357.

    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 8,830 shares
    Change vs previous 13F -582 shares

    0.79% of the 13F portfolio, value $2,668,642.

    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 9,412 shares
    Change vs previous 13F +1,372 shares

    0.95% of the 13F portfolio, value $3,300,997.

    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 8,040 shares
    Change vs previous 13F +517 shares

    0.79% of the 13F portfolio, value $2,744,568.

    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 7,523 shares
    Change vs previous 13F -936 shares

    0.79% of the 13F portfolio, value $2,670,924.

    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 8,459 shares
    Change vs previous 13F -1,268 shares

    0.96% of the 13F portfolio, value $2,964,444.

    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 9,727 shares
    Change vs previous 13F +302 shares

    0.96% of the 13F portfolio, value $3,074,045.

    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 9,425 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,739,163.

    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).