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BT Wealth Management LLC

SEC CIK
0001767863
Latest filing
Jul 26, 2022

P holding history

Everpure, Inc. in every 13F filed by BT Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

P overviewAll 13F holders of PFull Q2 2022 holdings

Shares (Q2 2022)
21,066
Value
$542.0K
% of portfolio
0.2%
Quarters held
2
Since Q1 2022
Holdings of P by BT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202221,066$542.0K0.2%−1,578−7.0%ReducedHolders
Q1 202222,644$800.0K0.2%+22,644NewHolders