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Disclosery

Wealth Management Associates, Inc.: VRT position timeline

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

Wealth Management Associates, Inc. held 691 VRT 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 691 shares
    Change vs previous 13F -924 shares

    0.06% of the 13F portfolio, value $231,361.

    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 1,615 shares
    Change vs previous 13F -1,256 shares

    0.14% of the 13F portfolio, value $404,687.

    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 2,871 shares
    Change vs previous 13F -327 shares

    0.16% of the 13F portfolio, value $465,131.

    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 3,198 shares
    Change vs previous 13F +806 shares

    0.17% of the 13F portfolio, value $482,450.

    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 2,392 shares
    Change vs previous 13F +2,392 shares

    0.12% of the 13F portfolio, value $307,157.

    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 0 shares
    Change vs previous 13F -2,582 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,582 shares
    Change vs previous 13F -1,136 shares

    0.13% of the 13F portfolio, value $293,341.

    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 3,718 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $369,904.

    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).