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Disclosery

Wealth Management Associates, Inc.: IDV position timeline

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

Wealth Management Associates, Inc. held 149,439 IDV 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 149,439 shares
    Change vs previous 13F +2,182 shares

    1.71% of the 13F portfolio, value $6,191,250.

    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 147,257 shares
    Change vs previous 13F +1,312 shares

    2.16% of the 13F portfolio, value $6,267,272.

    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 145,945 shares
    Change vs previous 13F -1,318 shares

    2% of the 13F portfolio, value $5,757,537.

    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 147,263 shares
    Change vs previous 13F -1,293 shares

    1.91% of the 13F portfolio, value $5,382,480.

    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 148,556 shares
    Change vs previous 13F +7,075 shares

    2% of the 13F portfolio, value $5,126,664.

    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 141,481 shares
    Change vs previous 13F +1,164 shares

    1.88% of the 13F portfolio, value $4,388,741.

    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 140,317 shares
    Change vs previous 13F +2,356 shares

    1.64% of the 13F portfolio, value $3,841,882.

    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 137,961 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,170,569.

    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).