Wealth Management Partners, LLC: GS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on GS, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 1,208 GS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,208 sharesChange vs previous 13F +15 shares
0.29% of the 13F portfolio, value $1,221,735.
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 1,193 sharesChange vs previous 13F -7 shares
0.29% of the 13F portfolio, value $1,009,266.
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 1,200 sharesChange vs previous 13F +27 shares
0.3% of the 13F portfolio, value $1,054,800.
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 1,173 sharesChange vs previous 13F -10 shares
0.3% of the 13F portfolio, value $934,119.
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 1,183 sharesChange vs previous 13F +40 shares
0.3% of the 13F portfolio, value $841,030.
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).
- period ended2025-03-3113F 1,143 sharesChange vs previous 13F +18 shares
0.29% of the 13F portfolio, value $624,409.
13F-HR 0001085146-25-002028 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 ended2024-12-3113F 1,125 sharesChange vs previous 13F +223 shares
0.28% of the 13F portfolio, value $644,198.
13F-HR 0001085146-25-000272 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 ended2024-09-3013F 902 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $446,589.
13F-HR 0001085146-24-005032 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).