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Whitaker-Myers Wealth Managers, LTD.: WWJD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on WWJD, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 29,026 WWJD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,026 shares
    Change vs previous 13F +2,949 shares

    0.18% of the 13F portfolio, value $1,125,352.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,077 shares
    Change vs previous 13F +1,465 shares

    0.17% of the 13F portfolio, value $994,299.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,612 shares
    Change vs previous 13F +1,795 shares

    0.18% of the 13F portfolio, value $920,226.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,817 shares
    Change vs previous 13F +14,279 shares

    0.17% of the 13F portfolio, value $832,371.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,538 shares
    Change vs previous 13F -815 shares

    0.07% of the 13F portfolio, value $301,099.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,353 shares
    Change vs previous 13F -373 shares

    0.08% of the 13F portfolio, value $320,541.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,726 shares
    Change vs previous 13F -8,769 shares

    0.08% of the 13F portfolio, value $299,026.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,495 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $536,355.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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