Wealth Management Associates, Inc.: APLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on APLD, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 97,475 APLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 97,475 sharesChange vs previous 13F -35 shares
1% of the 13F portfolio, value $3,635,818.
13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 97,510 sharesChange vs previous 13F +2,200 shares
0.8% of the 13F portfolio, value $2,314,887.
13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 95,310 sharesChange vs previous 13F +650 shares
0.81% of the 13F portfolio, value $2,337,001.
13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 94,660 sharesChange vs previous 13F +100 shares
0.77% of the 13F portfolio, value $2,171,500.
13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 94,560 sharesChange vs previous 13F -1,100 shares
0.37% of the 13F portfolio, value $952,219.
13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 95,660 sharesChange vs previous 13F +19,450 shares
0.23% of the 13F portfolio, value $537,609.
13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 76,210 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $582,244.
13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).