Wealth Management Associates, Inc.: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on PM, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 2,634 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,634 sharesChange vs previous 13F +349 shares
0.13% of the 13F portfolio, value $476,479.
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 2,285 sharesChange vs previous 13F +345 shares
0.13% of the 13F portfolio, value $377,762.
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 1,940 sharesChange vs previous 13F +390 shares
0.11% of the 13F portfolio, value $311,141.
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 1,550 sharesChange vs previous 13F +19 shares
0.09% of the 13F portfolio, value $251,371.
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 1,531 sharesChange vs previous 13F +1 shares
0.11% of the 13F portfolio, value $278,831.
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 1,530 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $242,852.
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).