Skip to content
Disclosery

Wealth Management Associates, Inc.: PEG position timeline

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

Wealth Management Associates, Inc. held 24,431 PEG 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 24,431 shares
    Change vs previous 13F -105 shares

    0.55% of the 13F portfolio, value $1,982,860.

    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 24,536 shares
    Change vs previous 13F +11 shares

    0.69% of the 13F portfolio, value $1,986,227.

    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 24,525 shares
    Change vs previous 13F -1,171 shares

    0.68% of the 13F portfolio, value $1,969,393.

    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 25,696 shares
    Change vs previous 13F +11 shares

    0.76% of the 13F portfolio, value $2,144,593.

    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 25,685 shares
    Change vs previous 13F -591 shares

    0.84% of the 13F portfolio, value $2,162,157.

    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 26,276 shares
    Change vs previous 13F -301 shares

    0.93% of the 13F portfolio, value $2,162,476.

    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 26,577 shares
    Change vs previous 13F +85 shares

    0.96% of the 13F portfolio, value $2,245,450.

    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 26,492 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,363,333.

    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).