Ownership history in Wealth Group Ltd · 8 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in YANCOAL AUSTRALIA LIMITED SHS (YACAF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 16,760 | +2,159 | +14.8% | 0.01% | $59K | $3.50 |
| 2025 Q2 | ADDED | 14,601 | +830 | +6.0% | 0.01% | $55K | $3.80 |
| 2025 Q1 | REDUCED | 13,771 | -5,002 | -26.6% | 0.01% | $44K | $3.15 |
| 2024 Q4 | ADDED | 18,773 | +58 | +0.3% | 0.02% | $76K | $3.55 |
| 2024 Q3 | ADDED | 18,715 | +4,304 | +29.9% | 0.02% | $79K | $3.62 |
| 2024 Q2 | ADDED | 14,411 | +256 | +1.8% | 0.02% | $64K | — |
| 2024 Q1 | ADDED | 14,155 | +135 | +1.0% | 0.02% | $56K | — |
| 2023 Q4 | INITIATED | 14,020 | — | — | 0.02% | $54K | — |