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Disclosery

Wealth Management Associates, Inc.: VFH position timeline

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

Wealth Management Associates, Inc. held 9,711 VFH 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 9,711 shares
    Change vs previous 13F -25 shares

    0.35% of the 13F portfolio, value $1,277,968.

    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 9,736 shares
    Change vs previous 13F -45 shares

    0.41% of the 13F portfolio, value $1,176,206.

    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 9,781 shares
    Change vs previous 13F +65 shares

    0.45% of the 13F portfolio, value $1,305,666.

    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 9,716 shares
    Change vs previous 13F -28 shares

    0.45% of the 13F portfolio, value $1,275,128.

    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 9,744 shares
    Change vs previous 13F +20 shares

    0.48% of the 13F portfolio, value $1,240,411.

    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 9,724 shares
    Change vs previous 13F +205 shares

    0.5% of the 13F portfolio, value $1,161,726.

    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 9,519 shares
    Change vs previous 13F -55 shares

    0.48% of the 13F portfolio, value $1,123,908.

    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 9,574 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,052,278.

    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).