Position in WLTH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,502,268
+$3,418,229 QoQ
Shares Held
811,056
+169.9% QoQ
Ownership
0.543%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
All Filings in WLTH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,502,268 | 811,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,084,039 | 300,518 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||