Wealth Management Partners, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Partners, LLC on WMT, newest first. How the timeline and the estimate are built.
Wealth Management Partners, LLC held 17,048 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 17,048 sharesChange vs previous 13F +369 shares
0.45% of the 13F portfolio, value $1,930,821.
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 16,679 sharesChange vs previous 13F +573 shares
0.59% of the 13F portfolio, value $2,072,876.
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 16,106 sharesChange vs previous 13F -59 shares
0.51% of the 13F portfolio, value $1,794,344.
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 16,165 sharesChange vs previous 13F +163 shares
0.53% of the 13F portfolio, value $1,665,941.
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 16,002 sharesChange vs previous 13F +132 shares
0.56% of the 13F portfolio, value $1,589,839.
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 15,870 sharesChange vs previous 13F +364 shares
0.65% of the 13F portfolio, value $1,393,196.
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 15,506 sharesChange vs previous 13F +846 shares
0.6% of the 13F portfolio, value $1,400,995.
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 14,660 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $1,183,820.
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).