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AFFINITY WEALTH MANAGEMENT LLC: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY WEALTH MANAGEMENT LLC on WSFS, newest first. How the timeline and the estimate are built.

AFFINITY WEALTH MANAGEMENT LLC held 4,450 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,450 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $341,449.

    13F-HR 0001951757-26-001017 filed by AFFINITY WEALTH MANAGEMENT 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 4,450 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $291,297.

    13F-HR 0001951757-26-000583 filed by AFFINITY WEALTH MANAGEMENT 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 4,460 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $246,370.

    13F-HR 0001951757-26-000157 filed by AFFINITY WEALTH MANAGEMENT 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 4,460 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $240,528.

    13F-HR 0001951757-25-001278 filed by AFFINITY WEALTH MANAGEMENT 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 4,460 shares
    Change vs previous 13F -32 shares

    0.04% of the 13F portfolio, value $245,300.

    13F-HR 0001951757-25-000835 filed by AFFINITY WEALTH MANAGEMENT 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 4,492 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $233,000.

    13F-HR 0001951757-25-000293 filed by AFFINITY WEALTH MANAGEMENT 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 4,492 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $238,660.

    13F-HR 0001951757-25-000076 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,492 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $229,047.

    13F-HR 0001951757-24-001010 filed by AFFINITY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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