Wealth Management Associates, Inc.: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on VOO, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 2,062 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,062 sharesChange vs previous 13F +150 shares
0.39% of the 13F portfolio, value $1,416,202.
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 1,912 sharesChange vs previous 13F +52 shares
0.39% of the 13F portfolio, value $1,142,516.
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 1,860 sharesChange vs previous 13F +483 shares
0.41% of the 13F portfolio, value $1,166,462.
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 1,377 sharesChange vs previous 13F +245 shares
0.3% of the 13F portfolio, value $843,247.
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 1,132 sharesChange vs previous 13F -222 shares
0.25% of the 13F portfolio, value $643,010.
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 1,354 sharesChange vs previous 13F +127 shares
0.3% of the 13F portfolio, value $695,834.
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 1,227 sharesChange vs previous 13F +39 shares
0.28% of the 13F portfolio, value $661,120.
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 1,188 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $626,872.
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).