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WMG Financial Advisors, LLC: GOOGL position timeline

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

WMG Financial Advisors, LLC held 3,898 GOOGL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,898 shares
    Change vs previous 13F -477 shares

    0.52% of the 13F portfolio, value $1,393,028.

    13F-HR 0002085853-26-000819 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).

  2. period ended2026-03-31
    13F 4,375 shares
    Change vs previous 13F +75 shares

    0.52% of the 13F portfolio, value $1,258,075.

    13F-HR 0002085853-26-000472 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 ended2025-12-31
    13F 4,300 shares
    Change vs previous 13F -2,237 shares

    0.55% of the 13F portfolio, value $1,345,900.

    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).

  4. period ended2025-09-30
    13F 6,537 shares
    Change vs previous 13F +355 shares

    0.53% of the 13F portfolio, value $1,589,145.

    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).

  5. period ended2025-06-30
    13F 6,182 shares
    Change vs previous 13F +95 shares

    0.4% of the 13F portfolio, value $1,089,453.

    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).

  6. period ended2025-03-31
    13F 6,087 shares
    Change vs previous 13F +332 shares

    0.4% of the 13F portfolio, value $941,294.

    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).

  7. period ended2024-12-31
    13F 5,755 shares
    Change vs previous 13F +714 shares

    0.47% of the 13F portfolio, value $1,089,422.

    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).

  8. period ended2024-09-30
    13F 5,041 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $836,049.

    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).