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Disclosery

Vantage Financial Partners, LLC: WMS position timeline

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

Vantage Financial Partners, LLC held 14,651 WMS shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 14,651 shares
    Change vs previous 13F -1,589 shares

    0.43% of the 13F portfolio, value $2,121,904.

    13F-HR 0001911766-26-000001 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 16,240 shares
    Change vs previous 13F +2,688 shares

    0.47% of the 13F portfolio, value $2,252,488.

    13F-HR 0001911766-25-000005 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 13,552 shares
    Change vs previous 13F -966 shares

    0.36% of the 13F portfolio, value $1,556,583.

    13F-HR 0001765380-25-000290 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 14,518 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,577,381.

    13F-HR 0001765380-25-000187 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 14,518 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,678,281.

    13F-HR 0001765380-25-000057 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 14,518 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $2,281,649.

    13F-HR 0001765380-24-000414 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 14,518 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,328,542.

    13F-HR/A 0001765380-24-000327 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 14,518 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,500,580.

    13F-HR 0001765380-24-000179 filed by Vantage Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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