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Wealth Management Associates, Inc.: ITOT position timeline

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

Wealth Management Associates, Inc. held 38,772 ITOT 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 38,772 shares
    Change vs previous 13F +144 shares

    1.76% of the 13F portfolio, value $6,369,008.

    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 38,628 shares
    Change vs previous 13F +200 shares

    1.9% of the 13F portfolio, value $5,501,722.

    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 38,428 shares
    Change vs previous 13F -83 shares

    1.99% of the 13F portfolio, value $5,713,839.

    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 38,511 shares
    Change vs previous 13F +1,286 shares

    1.99% of the 13F portfolio, value $5,609,077.

    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 37,225 shares
    Change vs previous 13F +935 shares

    1.96% of the 13F portfolio, value $5,026,867.

    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 36,290 shares
    Change vs previous 13F +730 shares

    1.9% of the 13F portfolio, value $4,427,694.

    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 35,560 shares
    Change vs previous 13F +527 shares

    1.95% of the 13F portfolio, value $4,573,761.

    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 35,033 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $4,400,805.

    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).