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Disclosery

Wealth Management Associates, Inc.: RKT position timeline

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

Wealth Management Associates, Inc. held 33,862 RKT 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 33,862 shares
    Change vs previous 13F -5,219 shares

    0.15% of the 13F portfolio, value $533,327.

    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 39,081 shares
    Change vs previous 13F -40,614 shares

    0.19% of the 13F portfolio, value $556,904.

    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 79,695 shares
    Change vs previous 13F -4,297 shares

    0.54% of the 13F portfolio, value $1,542,895.

    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 83,992 shares
    Change vs previous 13F +35,732 shares

    0.58% of the 13F portfolio, value $1,627,765.

    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 48,260 shares
    Change vs previous 13F +300 shares

    0.27% of the 13F portfolio, value $684,327.

    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 47,960 shares
    Change vs previous 13F -230 shares

    0.25% of the 13F portfolio, value $578,877.

    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 48,190 shares
    Change vs previous 13F -750 shares

    0.23% of the 13F portfolio, value $542,619.

    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 48,940 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $939,159.

    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).