Wealth Management Associates, Inc.: TDIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on TDIV, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 56,227 TDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 56,227 sharesChange vs previous 13F -443 shares
1.78% of the 13F portfolio, value $6,459,401.
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 56,670 sharesChange vs previous 13F +1,246 shares
1.83% of the 13F portfolio, value $5,307,753.
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 55,424 sharesChange vs previous 13F -875 shares
1.87% of the 13F portfolio, value $5,367,218.
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 56,299 sharesChange vs previous 13F -812 shares
1.97% of the 13F portfolio, value $5,550,547.
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 57,111 sharesChange vs previous 13F -3,876 shares
2% of the 13F portfolio, value $5,149,657.
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 60,987 sharesChange vs previous 13F -1,078 shares
1.92% of the 13F portfolio, value $4,489,277.
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).
- period ended2024-12-3113F 62,065 sharesChange vs previous 13F +150 shares
2.08% of the 13F portfolio, value $4,869,630.
13F-HR 0001214659-25-008455 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 ended2024-09-3013F 61,915 sharesChange vs previous 13F not available
2.19% of the 13F portfolio, value $4,971,738.
13F-HR 0001214659-25-008454 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).