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Wealth Management Associates, Inc.: SRLN position timeline

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

Wealth Management Associates, Inc. held 86,264 SRLN 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 86,264 shares
    Change vs previous 13F +2,268 shares

    0.96% of the 13F portfolio, value $3,475,584.

    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 83,996 shares
    Change vs previous 13F +1,619 shares

    1.16% of the 13F portfolio, value $3,371,610.

    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 82,377 shares
    Change vs previous 13F +1,617 shares

    1.18% of the 13F portfolio, value $3,399,707.

    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 80,760 shares
    Change vs previous 13F +4,910 shares

    1.19% of the 13F portfolio, value $3,358,009.

    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 75,850 shares
    Change vs previous 13F +2,544 shares

    1.23% of the 13F portfolio, value $3,154,609.

    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 73,306 shares
    Change vs previous 13F +10,514 shares

    1.29% of the 13F portfolio, value $3,015,077.

    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 62,792 shares
    Change vs previous 13F +2,615 shares

    1.12% of the 13F portfolio, value $2,620,325.

    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 60,177 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,513,007.

    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).