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Wealth Management Associates, Inc.: BIV position timeline

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

Wealth Management Associates, Inc. held 39,693 BIV 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 39,693 shares
    Change vs previous 13F +1,384 shares

    0.84% of the 13F portfolio, value $3,044,470.

    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 38,309 shares
    Change vs previous 13F +1,117 shares

    1.02% of the 13F portfolio, value $2,956,711.

    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 37,192 shares
    Change vs previous 13F +1,623 shares

    1.01% of the 13F portfolio, value $2,896,485.

    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 35,569 shares
    Change vs previous 13F +1,878 shares

    0.99% of the 13F portfolio, value $2,777,591.

    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 33,691 shares
    Change vs previous 13F +1,032 shares

    1.01% of the 13F portfolio, value $2,605,646.

    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 32,659 shares
    Change vs previous 13F +2,436 shares

    1.07% of the 13F portfolio, value $2,500,705.

    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 30,223 shares
    Change vs previous 13F +700 shares

    0.97% of the 13F portfolio, value $2,258,602.

    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 29,523 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,313,719.

    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).