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WELLINGTON MANAGEMENT GROUP LLP: WLTH position timeline

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

WELLINGTON MANAGEMENT GROUP LLP held 4,213,246 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 4,213,246 shares
    Change vs previous 13F -553,795 shares

    0.01% of the 13F portfolio, value $37,666,419.

    13F-HR 0000902219-26-000311 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 4,767,041 shares
    Change vs previous 13F +780,103 shares

    0.01% of the 13F portfolio, value $44,095,130.

    13F-HR 0000902219-26-000209 filed by WELLINGTON MANAGEMENT GROUP LLP
    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 3,986,938 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $54,182,488.

    13F-HR 0000902219-26-000103 filed by WELLINGTON MANAGEMENT GROUP LLP
    Filed (acceptance time not in the bulk data set), ingested

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