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Wagner Wealth Management, LLC: FID position timeline

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

Wagner Wealth Management, LLC held 820,933 FID shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,933 shares
    Change vs previous 13F +9,544 shares

    3.26% of the 13F portfolio, value $17,616,896.

    13F-HR 0001398344-26-012623 filed by Wagner 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 811,389 shares
    Change vs previous 13F +41,507 shares

    3.43% of the 13F portfolio, value $16,994,553.

    13F-HR 0001398344-26-007056 filed by Wagner 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 769,882 shares
    Change vs previous 13F +49,669 shares

    3.36% of the 13F portfolio, value $15,821,075.

    13F-HR 0001398344-26-001683 filed by Wagner 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 720,213 shares
    Change vs previous 13F +25,469 shares

    3.29% of the 13F portfolio, value $14,188,194.

    13F-HR 0001398344-25-019410 filed by Wagner 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 694,744 shares
    Change vs previous 13F +32,599 shares

    3.04% of the 13F portfolio, value $13,352,980.

    13F-HR 0001398344-25-013237 filed by Wagner 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 662,145 shares
    Change vs previous 13F +34,507 shares

    2.85% of the 13F portfolio, value $11,422,000.

    13F-HR 0001398344-25-007278 filed by Wagner 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 627,638 shares
    Change vs previous 13F +45,611 shares

    2.64% of the 13F portfolio, value $10,217,948.

    13F-HR 0001398344-25-001312 filed by Wagner 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 582,027 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $10,220,389.

    13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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