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Disclosery

Wealth Management Partners, LLC: IYE position timeline

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

Wealth Management Partners, LLC held 20,133 IYE 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 20,133 shares
    Change vs previous 13F -1,514 shares

    0.27% of the 13F portfolio, value $1,139,326.

    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 21,647 shares
    Change vs previous 13F -7 shares

    0.4% of the 13F portfolio, value $1,402,076.

    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 21,654 shares
    Change vs previous 13F +578 shares

    0.29% of the 13F portfolio, value $1,029,215.

    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 21,076 shares
    Change vs previous 13F +335 shares

    0.32% of the 13F portfolio, value $1,001,532.

    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 20,741 shares
    Change vs previous 13F -4,240 shares

    0.34% of the 13F portfolio, value $951,597.

    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 24,981 shares
    Change vs previous 13F +8,168 shares

    0.57% of the 13F portfolio, value $1,231,563.

    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 16,813 shares
    Change vs previous 13F +101 shares

    0.33% of the 13F portfolio, value $766,168.

    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 16,712 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $774,434.

    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).