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Disclosery

WT Wealth Management: VMBS position timeline

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

WT Wealth Management held 11,765 VMBS 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 11,765 shares
    Change vs previous 13F +230 shares

    0.15% of the 13F portfolio, value $550,720.

    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 11,535 shares
    Change vs previous 13F +338 shares

    0.16% of the 13F portfolio, value $541,568.

    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 11,197 shares
    Change vs previous 13F +447 shares

    0.15% of the 13F portfolio, value $527,155.

    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 10,750 shares
    Change vs previous 13F +735 shares

    0.15% of the 13F portfolio, value $504,820.

    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 10,015 shares
    Change vs previous 13F +516 shares

    0.14% of the 13F portfolio, value $464,095.

    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 9,499 shares
    Change vs previous 13F +840 shares

    0.14% of the 13F portfolio, value $439,899.

    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 8,659 shares
    Change vs previous 13F -15 shares

    0.12% of the 13F portfolio, value $392,599.

    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 8,674 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $402,734.

    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).