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Disclosery

WMG Financial Advisors, LLC: FIW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WMG Financial Advisors, LLC on FIW, newest first. How the timeline and the estimate are built.

WMG Financial Advisors, LLC held 0 FIW shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -13,850 shares

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, LLC
    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 ended2025-09-30
    13F 13,850 shares
    Change vs previous 13F -644 shares

    0.52% of the 13F portfolio, value $1,556,083.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 14,494 shares
    Change vs previous 13F -654 shares

    0.58% of the 13F portfolio, value $1,565,097.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 15,148 shares
    Change vs previous 13F -239 shares

    0.65% of the 13F portfolio, value $1,525,587.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 15,387 shares
    Change vs previous 13F +168 shares

    0.68% of the 13F portfolio, value $1,570,276.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 15,219 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,663,928.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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