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Disclosery

Wealth Management Associates, Inc.: DVY position timeline

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

Wealth Management Associates, Inc. held 61,063 DVY 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 61,063 shares
    Change vs previous 13F +933 shares

    2.63% of the 13F portfolio, value $9,544,219.

    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 60,130 shares
    Change vs previous 13F +1,464 shares

    3.14% of the 13F portfolio, value $9,104,216.

    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 58,666 shares
    Change vs previous 13F +19 shares

    2.88% of the 13F portfolio, value $8,280,099.

    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 58,647 shares
    Change vs previous 13F +996 shares

    2.96% of the 13F portfolio, value $8,333,748.

    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 57,651 shares
    Change vs previous 13F +1,770 shares

    2.98% of the 13F portfolio, value $7,656,587.

    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 55,881 shares
    Change vs previous 13F +554 shares

    3.22% of the 13F portfolio, value $7,504,209.

    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 55,327 shares
    Change vs previous 13F -52 shares

    3.1% of the 13F portfolio, value $7,263,930.

    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 55,379 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $7,479,977.

    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).