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Disclosery

Wealth Management Partners, LLC: IEO position timeline

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

Wealth Management Partners, LLC held 14,661 IEO 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 14,661 shares
    Change vs previous 13F -869 shares

    0.38% of the 13F portfolio, value $1,610,218.

    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 15,530 shares
    Change vs previous 13F -522 shares

    0.55% of the 13F portfolio, value $1,939,697.

    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 16,052 shares
    Change vs previous 13F +119 shares

    0.41% of the 13F portfolio, value $1,432,802.

    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 15,933 shares
    Change vs previous 13F +52 shares

    0.47% of the 13F portfolio, value $1,475,396.

    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 15,881 shares
    Change vs previous 13F -625 shares

    0.51% of the 13F portfolio, value $1,430,878.

    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 16,506 shares
    Change vs previous 13F +193 shares

    0.72% of the 13F portfolio, value $1,561,137.

    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 16,313 shares
    Change vs previous 13F +2,258 shares

    0.63% of the 13F portfolio, value $1,462,134.

    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 14,055 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,285,330.

    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).