Wealth Management Associates, Inc.: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on C, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 6,716 C shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6,716 sharesChange vs previous 13F +1 shares
0.26% of the 13F portfolio, value $939,907.
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 6,715 sharesChange vs previous 13F +875 shares
0.26% of the 13F portfolio, value $761,538.
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 5,840 sharesChange vs previous 13F -1,109 shares
0.24% of the 13F portfolio, value $681,432.
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 6,949 sharesChange vs previous 13F +45 shares
0.25% of the 13F portfolio, value $705,297.
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 6,904 sharesChange vs previous 13F -48 shares
0.23% of the 13F portfolio, value $587,644.
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 6,952 sharesChange vs previous 13F -465 shares
0.21% of the 13F portfolio, value $493,511.
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 7,417 sharesChange vs previous 13F +1 shares
0.22% of the 13F portfolio, value $522,112.
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).
- period ended2024-09-3013F 7,416 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $464,252.
13F-HR 0001214659-25-008454 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).