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Disclosery

Wealth Management Partners, LLC: SYY position timeline

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

Wealth Management Partners, LLC held 6,228 SYY 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 6,228 shares
    Change vs previous 13F -246 shares

    0.12% of the 13F portfolio, value $520,513.

    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 6,474 shares
    Change vs previous 13F +72 shares

    0.13% of the 13F portfolio, value $461,772.

    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 6,402 shares
    Change vs previous 13F +578 shares

    0.13% of the 13F portfolio, value $471,752.

    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 5,824 shares
    Change vs previous 13F -1,594 shares

    0.15% of the 13F portfolio, value $479,550.

    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 7,418 shares
    Change vs previous 13F -607 shares

    0.2% of the 13F portfolio, value $569,062.

    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 8,025 shares
    Change vs previous 13F -196 shares

    0.28% of the 13F portfolio, value $602,162.

    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 8,221 shares
    Change vs previous 13F -654 shares

    0.27% of the 13F portfolio, value $628,564.

    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 8,875 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $692,793.

    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).