Filer Snapshot

Wealth CMT

CIK 0001802660. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

15

Latest filing

12 Jul 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2023. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

CWI

$29.63M reported value

Open holding

13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 12 Jul 2023 for CIK 0001802660.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$66.17M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$66.17M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
CWI USMV VONE IXUS TFI
+5 moreSHM SMMU SPLV VTWO VTHR

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

CWI USMV VONE IXUS TFI SHM SMMU SPLV
+2 moreVTWO VTHR
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
200 Lake Drive East, Suite 204, Cherry Hill, NJ, 08002
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
NJ
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Wealth CMT

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $66.17M across 10 reported holdings for Q2 2023.
  • Largest parsed 13F holding: CWI at $29.63M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 10 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2023 - 12 Jul 2023

Top 5 concentration

89%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$59.22M

Compared with $66.17M total 13F value.

Top 5 net change

+$35.19M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: CWI ยท Largest trim: IWV

CWI USMV VONE IXUS TFI Other holdings

CWI

44.8%

Spdr Index Shs Fds

$29.63M

USMV

22.2%

Ishares Tr

$14.7M

VONE

10.2%

Vanguard Scottsdale Fds

$6.76M

IXUS

7%

Ishares Tr

$4.61M

TFI

5.3%

Spdr Ser Tr

$3.52M

Latest update

What changed recently for Wealth CMT

New filing available

Latest 13F period: Q2 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Jul 2023

Page type

Filer profile

Latest period

Q2 2023

Institutional portfolio context was refreshed from a 13F filing filed on 12 Jul 2023.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Wealth CMT has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2023. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001802660 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
15
First seen
07 Feb 2020
Latest filing
12 Jul 2023
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Wealth CMT SEC filings Wealth CMT 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 15 SEC filings for Wealth CMT.

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13F-HR

13F-HR filing

Filing date
12 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
17 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR

13F-HR filing

Filing date
13 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR

13F-HR filing

Filing date
19 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
18 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
25 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR

13F-HR filing

Filing date
20 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
25 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
21 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
26 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
21 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
30 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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