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Wealth Management Associates, Inc.: AIQ position timeline

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

Wealth Management Associates, Inc. held 82,563 AIQ 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 82,563 shares
    Change vs previous 13F -493 shares

    1.49% of the 13F portfolio, value $5,416,931.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
    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 83,056 shares
    Change vs previous 13F +7,382 shares

    1.34% of the 13F portfolio, value $3,876,204.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
    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 75,674 shares
    Change vs previous 13F +619 shares

    1.34% of the 13F portfolio, value $3,848,800.

    13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
    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 75,055 shares
    Change vs previous 13F +9,749 shares

    1.32% of the 13F portfolio, value $3,706,978.

    13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
    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 65,306 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,853,219.

    13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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