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Disclosery

Wealth Management Associates, Inc.: WMT position timeline

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

Wealth Management Associates, Inc. held 10,321 WMT 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 10,321 shares
    Change vs previous 13F -486 shares

    0.32% of the 13F portfolio, value $1,168,904.

    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 10,807 shares
    Change vs previous 13F -697 shares

    0.46% of the 13F portfolio, value $1,343,097.

    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 11,504 shares
    Change vs previous 13F -650 shares

    0.45% of the 13F portfolio, value $1,281,630.

    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 12,154 shares
    Change vs previous 13F -1,725 shares

    0.44% of the 13F portfolio, value $1,252,626.

    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 13,879 shares
    Change vs previous 13F -452 shares

    0.53% of the 13F portfolio, value $1,357,121.

    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 14,331 shares
    Change vs previous 13F -256 shares

    0.54% of the 13F portfolio, value $1,258,128.

    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 14,587 shares
    Change vs previous 13F -1,018 shares

    0.56% of the 13F portfolio, value $1,317,909.

    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 15,605 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,260,080.

    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).