Skip to content
Disclosery

Wealth Management Associates, Inc.: DOCU position timeline

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

Wealth Management Associates, Inc. held 0 DOCU shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,730 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,730 shares
    Change vs previous 13F -25 shares

    0.25% of the 13F portfolio, value $701,436.

    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).

  3. period ended2025-06-30
    13F 9,755 shares
    Change vs previous 13F -55 shares

    0.3% of the 13F portfolio, value $759,817.

    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).

  4. period ended2025-03-31
    13F 9,810 shares
    Change vs previous 13F +580 shares

    0.34% of the 13F portfolio, value $798,534.

    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).

  5. period ended2024-12-31
    13F 9,230 shares
    Change vs previous 13F -190 shares

    0.35% of the 13F portfolio, value $830,146.

    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).

  6. period ended2024-09-30
    13F 9,420 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $584,888.

    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).