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Disclosery

Wealth Management Partners, LLC: FAD position timeline

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

Wealth Management Partners, LLC held 24,951 FAD 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 24,951 shares
    Change vs previous 13F +44 shares

    1.17% of the 13F portfolio, value $4,989,434.

    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 24,907 shares
    Change vs previous 13F -119 shares

    1.13% of the 13F portfolio, value $3,958,290.

    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 25,026 shares
    Change vs previous 13F +329 shares

    1.16% of the 13F portfolio, value $4,050,518.

    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 24,697 shares
    Change vs previous 13F +705 shares

    1.26% of the 13F portfolio, value $3,965,034.

    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 23,992 shares
    Change vs previous 13F +1,038 shares

    1.25% of the 13F portfolio, value $3,538,100.

    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).

  6. period ended2025-03-31
    13F 22,954 shares
    Change vs previous 13F +754 shares

    1.38% of the 13F portfolio, value $2,969,541.

    13F-HR 0001085146-25-002028 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).

  7. period ended2024-12-31
    13F 22,200 shares
    Change vs previous 13F +343 shares

    1.32% of the 13F portfolio, value $3,068,189.

    13F-HR 0001085146-25-000272 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).

  8. period ended2024-09-30
    13F 21,857 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,920,095.

    13F-HR 0001085146-24-005032 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).