Skip to content
Disclosery

Wealth Management Partners, LLC: SMMT position timeline

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

Wealth Management Partners, LLC held 89,274 SMMT 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 89,274 shares
    Change vs previous 13F +25,490 shares

    0.31% of the 13F portfolio, value $1,300,722.

    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 63,784 shares
    Change vs previous 13F +4,354 shares

    0.35% of the 13F portfolio, value $1,209,345.

    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 59,430 shares
    Change vs previous 13F -15,140 shares

    0.3% of the 13F portfolio, value $1,039,431.

    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 74,570 shares
    Change vs previous 13F -1,042 shares

    0.49% of the 13F portfolio, value $1,540,616.

    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 75,612 shares
    Change vs previous 13F -20,671 shares

    0.6% of the 13F portfolio, value $1,709,587.

    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 96,283 shares
    Change vs previous 13F -1,100 shares

    0.86% of the 13F portfolio, value $1,857,299.

    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 97,383 shares
    Change vs previous 13F +9,000 shares

    0.75% of the 13F portfolio, value $1,737,800.

    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 88,383 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,935,588.

    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).