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Wealth Management Associates, Inc.: IBIT position timeline

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

Wealth Management Associates, Inc. held 17,296 IBIT 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 17,296 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $575,798.

    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 17,296 shares
    Change vs previous 13F -13,281 shares

    0.23% of the 13F portfolio, value $664,529.

    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 30,577 shares
    Change vs previous 13F -5,890 shares

    0.53% of the 13F portfolio, value $1,518,169.

    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 36,467 shares
    Change vs previous 13F +4,260 shares

    0.84% of the 13F portfolio, value $2,370,383.

    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 32,207 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,971,417.

    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 32,207 shares
    Change vs previous 13F +5,945 shares

    0.65% of the 13F portfolio, value $1,507,630.

    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 26,262 shares
    Change vs previous 13F +8,957 shares

    0.6% of the 13F portfolio, value $1,393,222.

    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 17,305 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $625,246.

    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).