Wealth Management Associates, Inc.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on DIS, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 4,581 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 4,581 sharesChange vs previous 13F -766 shares
0.12% of the 13F portfolio, value $440,965.
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 5,347 sharesChange vs previous 13F -295 shares
0.18% of the 13F portfolio, value $515,337.
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 5,642 sharesChange vs previous 13F -83 shares
0.22% of the 13F portfolio, value $641,901.
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 5,725 sharesChange vs previous 13F +421 shares
0.23% of the 13F portfolio, value $655,558.
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 5,304 sharesChange vs previous 13F +409 shares
0.26% of the 13F portfolio, value $657,692.
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 4,895 sharesChange vs previous 13F +5 shares
0.21% of the 13F portfolio, value $483,091.
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 4,890 sharesChange vs previous 13F -211 shares
0.23% of the 13F portfolio, value $544,531.
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 5,101 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $490,674.
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).