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Wealth Management Associates, Inc.: TLT position timeline

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

Wealth Management Associates, Inc. held 147,990 TLT 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 147,990 shares
    Change vs previous 13F +1,822 shares

    3.53% of the 13F portfolio, value $12,789,281.

    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 146,168 shares
    Change vs previous 13F +6,793 shares

    4.37% of the 13F portfolio, value $12,671,310.

    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 139,375 shares
    Change vs previous 13F +10,411 shares

    4.23% of the 13F portfolio, value $12,147,904.

    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 128,964 shares
    Change vs previous 13F -9,597 shares

    4.09% of the 13F portfolio, value $11,525,535.

    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 138,561 shares
    Change vs previous 13F +1,669 shares

    4.76% of the 13F portfolio, value $12,227,991.

    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 136,892 shares
    Change vs previous 13F +8,176 shares

    5.34% of the 13F portfolio, value $12,461,234.

    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 128,716 shares
    Change vs previous 13F +3,078 shares

    4.8% of the 13F portfolio, value $11,240,812.

    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 125,638 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $12,325,071.

    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).