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Sculati Wealth Management, LLC: WM position timeline

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

Sculati Wealth Management, LLC held 5,770 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,770 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,380,819.

    13F-HR 0001803397-26-000008 filed by Sculati 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 5,770 shares
    Change vs previous 13F +406 shares

    0.49% of the 13F portfolio, value $1,325,888.

    13F-HR 0001803397-26-000004 filed by Sculati 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 5,364 shares
    Change vs previous 13F +50 shares

    0.42% of the 13F portfolio, value $1,178,524.

    13F-HR 0001803397-26-000002 filed by Sculati 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 5,314 shares
    Change vs previous 13F +851 shares

    0.41% of the 13F portfolio, value $1,173,491.

    13F-HR 0001803397-25-000008 filed by Sculati 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 4,463 shares
    Change vs previous 13F +2,672 shares

    0.38% of the 13F portfolio, value $1,021,224.

    13F-HR 0001803397-25-000005 filed by Sculati 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 1,791 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $414,634.

    13F-HR 0001803397-25-000004 filed by Sculati 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/A 1,791 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $361,406.

    13F-HR/A 0001803397-25-000002 filed by Sculati 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/A 1,791 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $371,812.

    13F-HR/A 0001803397-25-000003 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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