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Wealth Management Associates, Inc.: PHYS position timeline

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

Wealth Management Associates, Inc. held 75,124 PHYS 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 75,124 shares
    Change vs previous 13F -1,227 shares

    0.63% of the 13F portfolio, value $2,266,491.

    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 76,351 shares
    Change vs previous 13F -2,652 shares

    0.93% of the 13F portfolio, value $2,705,879.

    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 79,003 shares
    Change vs previous 13F -1,047 shares

    0.91% of the 13F portfolio, value $2,608,679.

    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 80,050 shares
    Change vs previous 13F -541 shares

    0.84% of the 13F portfolio, value $2,371,081.

    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 80,591 shares
    Change vs previous 13F +2,428 shares

    0.8% of the 13F portfolio, value $2,042,982.

    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 78,163 shares
    Change vs previous 13F +10 shares

    0.81% of the 13F portfolio, value $1,880,602.

    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 78,153 shares
    Change vs previous 13F -135 shares

    0.67% of the 13F portfolio, value $1,574,001.

    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 78,288 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,595,509.

    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).