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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

  1. period ended2026-06-30
    13F 153,373 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 148,155 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,025 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,566 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,438 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).