13F Filings History of Wealth Intelligence, LLC
- Latest 13F filing
- Q2 2026 - 13 Jul 2026
- Latest reported 13F value
- $215,278,517
- Largest 13F holdings
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LOW FTCB PFXF GSY AAPL AVGO SAWS ETN JPM MPC JCI MSFT
+8 more
UNP GOOGL CB CVS AMZN EFAA CME SO - Form 13F summary
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- Wealth Intelligence, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Wealth Intelligence, LLC reported 59 equity holdings with a total reported market value of $215,278,517 for Q2 2026. Top reported holdings included LOW, FTCB, PFXF, GSY, and AAPL.
- Manager signature
- Desaree Tatum - Consultant, Compliance Services
- Manager location
- Columbus, GA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$215,278,517
Quarter delta
+$7,324,620
Accepted
13 Jul 2026, 16:52
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 59 | $215,278,517 | +$5,274,096 | -$4,489,489 | +$784,607 | LOW, FTCB, PFXF, GSY, AAPL | 13F-HR | 13 Jul 2026, 16:52 |
| Q1 2026 | 58 | $207,953,897 | +$37,257,470 | -$30,126,213 | +$7,131,257 | LOW, FTCB, PFXF, GSY, AAPL | 13F-HR | 15 Apr 2026, 12:36 |
| Q4 2025 | 55 | $201,512,101 | $0 | $0 | $0 | LOW, FTRB, PFXF, AAPL, GSY | 13F-HR | 18 Feb 2026, 15:40 |