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Disclosery

Wealth Management Associates, Inc.: EXC position timeline

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

Wealth Management Associates, Inc. held 5,643 EXC 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 5,643 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $263,077.

    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 5,643 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $276,620.

    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 5,643 shares
    Change vs previous 13F -640 shares

    0.09% of the 13F portfolio, value $245,978.

    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 6,283 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $282,798.

    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 6,323 shares
    Change vs previous 13F -450 shares

    0.11% of the 13F portfolio, value $274,545.

    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 6,773 shares
    Change vs previous 13F -449 shares

    0.13% of the 13F portfolio, value $312,100.

    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 7,222 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $271,836.

    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 7,272 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $294,880.

    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).