Skip to content
Disclosery

Wealth Management Associates, Inc.: MLRG position timeline

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

Wealth Management Associates, Inc. held 12,213 MLRG 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 12,213 shares
    Change vs previous 13F -21 shares

    0.35% of the 13F portfolio, value $1,265,863.

    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 12,234 shares
    Change vs previous 13F -321 shares

    0.38% of the 13F portfolio, value $1,099,369.

    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 12,555 shares
    Change vs previous 13F +7 shares

    0.41% of the 13F portfolio, value $1,184,907.

    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 12,548 shares
    Change vs previous 13F -82 shares

    0.41% of the 13F portfolio, value $1,159,705.

    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 12,630 shares
    Change vs previous 13F -69 shares

    0.42% of the 13F portfolio, value $1,083,379.

    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 12,699 shares
    Change vs previous 13F -109 shares

    0.42% of the 13F portfolio, value $981,127.

    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 12,808 shares
    Change vs previous 13F -3 shares

    0.44% of the 13F portfolio, value $1,039,491.

    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 12,811 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,015,050.

    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).