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Quadcap Wealth Management, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quadcap Wealth Management, LLC on WM, newest first. How the timeline and the estimate are built.

Quadcap Wealth Management, LLC held 5,865 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,865 shares
    Change vs previous 13F +82 shares

    0.13% of the 13F portfolio, value $1,307,121.

    13F-HR 0001172661-26-002999 filed by Quadcap 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 5,783 shares
    Change vs previous 13F -27 shares

    0.15% of the 13F portfolio, value $1,328,902.

    13F-HR 0001172661-26-002244 filed by Quadcap 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 5,810 shares
    Change vs previous 13F +12 shares

    0.15% of the 13F portfolio, value $1,276,619.

    13F-HR 0001172661-26-000392 filed by Quadcap 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 5,798 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $1,280,350.

    13F-HR 0001172661-25-005026 filed by Quadcap 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 5,761 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $1,318,077.

    13F-HR 0001172661-25-003087 filed by Quadcap 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 5,751 shares
    Change vs previous 13F -97 shares

    0.19% of the 13F portfolio, value $1,331,593.

    13F-HR 0001172661-25-001911 filed by Quadcap 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 5,848 shares
    Change vs previous 13F -604 shares

    0.17% of the 13F portfolio, value $1,180,114.

    13F-HR 0001172661-25-001032 filed by Quadcap 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 6,452 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,339,373.

    13F-HR 0001172661-24-004547 filed by Quadcap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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