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Wealth Management Partners, LLC: FNY position timeline

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

Wealth Management Partners, LLC held 36,714 FNY 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 36,714 shares
    Change vs previous 13F +313 shares

    0.96% of the 13F portfolio, value $4,069,838.

    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 36,401 shares
    Change vs previous 13F +435 shares

    0.94% of the 13F portfolio, value $3,293,795.

    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 35,966 shares
    Change vs previous 13F -372 shares

    0.94% of the 13F portfolio, value $3,279,864.

    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 36,338 shares
    Change vs previous 13F +276 shares

    1.06% of the 13F portfolio, value $3,329,083.

    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 36,062 shares
    Change vs previous 13F -291 shares

    1.06% of the 13F portfolio, value $2,990,604.

    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 36,353 shares
    Change vs previous 13F +429 shares

    1.26% of the 13F portfolio, value $2,722,094.

    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 35,924 shares
    Change vs previous 13F +207 shares

    1.24% of the 13F portfolio, value $2,873,900.

    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 35,717 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,844,466.

    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).