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Disclosery

Invesco Ltd.: WLTH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on WLTH, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 20,452 WLTH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,452 shares
    Change vs previous 13F -758 shares

    <0.01% of the 13F portfolio, value $182,841.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 21,210 shares
    Change vs previous 13F -978,790 shares

    <0.01% of the 13F portfolio, value $196,192.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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/A 1,000,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,590,000.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).