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Disclosery

Wedmont Private Capital: CMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on CMA, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 0 CMA shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -8,285 shares

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 8,285 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $757,061.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 7,946 shares
    Change vs previous 13F +110 shares

    0.02% of the 13F portfolio, value $636,057.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 7,836 shares
    Change vs previous 13F +128 shares

    0.02% of the 13F portfolio, value $492,085.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 7,708 shares
    Change vs previous 13F -162 shares

    0.02% of the 13F portfolio, value $393,404.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 7,870 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $473,877.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).