Number of Shares
5,609
Previous 4,785 17.22%
Holding current value
$296 Million
Previous $255 Million 16.19%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
N/A
824 Added 17.22%
5,609 $296 Million
Q3 2025

Oct 08, 2025

BUY
N/A
4,785 New
4,785 $255 Million
Track This Portfolio

Track Wealth Group LTD Portfolio

Follow Wealth Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.