Wealth Management Partners, LLC: ITA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on ITA, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 1,966 ITA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,966 sharesChange vs previous 13F -6,445 shares
0.11% of the 13F portfolio, value $476,598.
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 8,411 sharesChange vs previous 13F +3,812 shares
0.53% of the 13F portfolio, value $1,839,906.
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 4,599 sharesChange vs previous 13F +518 shares
0.28% of the 13F portfolio, value $987,359.
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 4,081 sharesChange vs previous 13F +151 shares
0.27% of the 13F portfolio, value $853,990.
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 3,930 sharesChange vs previous 13F 0 shares
0.26% of the 13F portfolio, value $739,115.
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 3,930 sharesChange vs previous 13F -8 shares
0.28% of the 13F portfolio, value $601,683.
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 3,938 sharesChange vs previous 13F -30 shares
0.25% of the 13F portfolio, value $572,388.
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 3,968 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $593,772.
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).