Security record · archived quarter
WTBA
name pending profile ingest
1Tracked holders
+1Δ holders
18.33KShares held
$527,623Reported value
+1New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 18.33K | $527,623 | +1 | n/a |
| Q2 2026 | 54 | 0 | 6.85M | $181.62M | +4 | −4 |
| Q1 2026 | 56 | +2 | 6.34M | $150.76M | +3 | −1 |
| Q4 2025 | 54 | +1 | 6.44M | $142.90M | +1 | n/a |
| Q3 2025 | 15 | +1 | 4.83M | $98.11M | +1 | n/a |
| Q2 2025 | 11 | +4 | 4.59M | $90.06M | +4 | n/a |
| Q1 2025 | 4 | -3 | 988.20K | $19.71M | n/a | −3 |
| Q4 2024 | 7 | 0 | 1.05M | $22.69M | n/a | n/a |
| Q3 2024 | 6 | +2 | 676.29K | $12.86M | +2 | n/a |
| Q2 2024 | 4 | n/a | 617.21K | $11.05M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 18.33K | New | $527,623 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $527,623 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 110 holders, 8.17M shares, $191.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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