Wealth Management Associates, Inc.: O position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on O, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 5,492 O shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 5,492 sharesChange vs previous 13F +52 shares
0.09% of the 13F portfolio, value $340,267.
13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,440 sharesChange vs previous 13F +175 shares
0.11% of the 13F portfolio, value $332,845.
13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,265 sharesChange vs previous 13F +375 shares
0.1% of the 13F portfolio, value $296,788.
13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,890 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $297,263.
13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,890 sharesChange vs previous 13F +200 shares
0.11% of the 13F portfolio, value $281,713.
13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,690 sharesChange vs previous 13F +60 shares
0.12% of the 13F portfolio, value $272,067.
13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,630 sharesChange vs previous 13F +954 shares
0.11% of the 13F portfolio, value $247,288.
13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,676 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $233,113.
13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).