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Disclosery

Wagner Wealth Management, LLC: WM position timeline

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

Wagner Wealth Management, LLC held 1,030 WM 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 1,030 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $229,652.

    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 1,032 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $237,191.

    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 1,029 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $226,128.

    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).