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Disclosery

AA Financial Advisors, LLC: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on WMS, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 9,480 WMS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,480 shares
    Change vs previous 13F -672 shares

    0.18% of the 13F portfolio, value $1,487,981.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,152 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,392,144.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,152 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,470,314.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,152 shares
    Change vs previous 13F -5,857 shares

    0.28% of the 13F portfolio, value $1,408,082.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,009 shares
    Change vs previous 13F -358 shares

    0.4% of the 13F portfolio, value $1,838,794.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,367 shares
    Change vs previous 13F -73 shares

    0.43% of the 13F portfolio, value $1,778,275.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,440 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,900,464.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).