Foguth Wealth Management, LLC.: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foguth Wealth Management, LLC. on WM, newest first. How the timeline and the estimate are built.
Foguth Wealth Management, LLC. held 4,883 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,883 sharesChange vs previous 13F -3 shares
0.13% of the 13F portfolio, value $1,167,344.
13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,886 sharesChange vs previous 13F +93 shares
0.12% of the 13F portfolio, value $1,033,194.
13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,793 sharesChange vs previous 13F +268 shares
0.16% of the 13F portfolio, value $1,046,791.
13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,525 sharesChange vs previous 13F -47 shares
0.22% of the 13F portfolio, value $1,035,411.
13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,572 sharesChange vs previous 13F +1,989 shares
0.26% of the 13F portfolio, value $1,058,464.
13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,583 sharesChange vs previous 13F +2 shares
0.14% of the 13F portfolio, value $540,958.
13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,581 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $538,603.
13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).