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Disclosery

Wealth Management Partners, LLC: FDN position timeline

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

Wealth Management Partners, LLC held 31,647 FDN 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 31,647 shares
    Change vs previous 13F -338 shares

    1.97% of the 13F portfolio, value $8,377,594.

    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 31,985 shares
    Change vs previous 13F -920 shares

    2.14% of the 13F portfolio, value $7,485,450.

    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 32,905 shares
    Change vs previous 13F -520 shares

    2.53% of the 13F portfolio, value $8,857,368.

    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 33,425 shares
    Change vs previous 13F +38 shares

    2.97% of the 13F portfolio, value $9,353,652.

    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 33,387 shares
    Change vs previous 13F +67 shares

    3.18% of the 13F portfolio, value $8,989,450.

    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 33,320 shares
    Change vs previous 13F -18 shares

    3.43% of the 13F portfolio, value $7,402,038.

    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 33,338 shares
    Change vs previous 13F +107 shares

    3.5% of the 13F portfolio, value $8,106,801.

    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 33,231 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $7,039,323.

    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).