Wealth Management Partners, LLC: DFAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on DFAS, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 153,373 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 153,373 sharesChange vs previous 13F +5,218 shares
2.97% of the 13F portfolio, value $12,628,738.
13F-HR 0001843294-26-000004 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 148,155 sharesChange vs previous 13F +10,130 shares
3.01% of the 13F portfolio, value $10,538,246.
13F-HR 0001843294-26-000002 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 138,025 sharesChange vs previous 13F +98,459 shares
2.75% of the 13F portfolio, value $9,616,175.
13F-HR 0001843294-26-000001 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,566 sharesChange vs previous 13F +4,128 shares
0.86% of the 13F portfolio, value $2,708,688.
13F-HR 0001843294-25-000004 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,438 sharesChange vs previous 13F not available
0.81% of the 13F portfolio, value $2,302,761.
13F-HR 0001085146-25-003755 filed by Wealth Management Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).