Skip to content
Disclosery

Wealth Management Associates, Inc.: HDV position timeline

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

Wealth Management Associates, Inc. held 119,144 HDV 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 119,144 shares
    Change vs previous 13F +95,775 shares

    0.9% of the 13F portfolio, value $3,265,738.

    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 23,369 shares
    Change vs previous 13F +48 shares

    1.1% of the 13F portfolio, value $3,171,634.

    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 23,321 shares
    Change vs previous 13F +496 shares

    0.99% of the 13F portfolio, value $2,836,041.

    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 22,825 shares
    Change vs previous 13F +1,118 shares

    0.99% of the 13F portfolio, value $2,794,862.

    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 21,707 shares
    Change vs previous 13F +1,049 shares

    0.99% of the 13F portfolio, value $2,543,446.

    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 20,658 shares
    Change vs previous 13F +417 shares

    1.07% of the 13F portfolio, value $2,502,111.

    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 20,241 shares
    Change vs previous 13F +432 shares

    0.97% of the 13F portfolio, value $2,272,248.

    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 19,809 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,329,898.

    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).