WT Wealth Management CCCS — CCC INTELLIGENT SOLUTIONS HL

Ownership history in WT Wealth Management  ·  1 quarter on record

AI Ownership Summary

WT Wealth Management reported CCC INTELLIGENT SOLUTIONS HL (CCCS) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows CCCS at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CCCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WT Wealth Management's position in CCC INTELLIGENT SOLUTIONS HL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CCCS was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WT Wealth Management held CCCS — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 22,127 — — 0.04% $147K 2026-10-13 $7.59

FAQ About WT Wealth Management and CCCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WT Wealth Management reported owning CCCS?

WT Wealth Management reported CCCS across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported CCCS position in WT Wealth Management's portfolio?

The largest reported portfolio weight for CCCS was 0.04% in 2026 Q3.

What is the latest reported CCCS position on this page?

The most recent filing on this page is 2026 Q3, when WT Wealth Management reported 22,127 shares, equal to 0.04% of portfolio, with an estimated market value of $147K.

What does the chart on this CCCS ownership page compare?

The chart compares WT Wealth Management's quarterly CCCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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