Skip to content
Disclosery

Wealth Management Associates, Inc.: BDJ position timeline

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

Wealth Management Associates, Inc. held 16,065 BDJ 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 16,065 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $153,742.

    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 16,065 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $138,480.

    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 16,065 shares
    Change vs previous 13F -1,908 shares

    0.05% of the 13F portfolio, value $152,296.

    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 17,973 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $163,734.

    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 17,973 shares
    Change vs previous 13F -499 shares

    0.06% of the 13F portfolio, value $159,780.

    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).

  6. period ended2025-03-31
    13F 18,472 shares
    Change vs previous 13F -3,420 shares

    0.07% of the 13F portfolio, value $158,859.

    13F-HR 0001214659-25-008456 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).

  7. period ended2024-12-31
    13F 21,892 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $181,266.

    13F-HR 0001214659-25-008455 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).

  8. period ended2024-09-30
    13F 21,892 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $189,366.

    13F-HR 0001214659-25-008454 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).