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WMG Financial Advisors, LLC: T position timeline

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

WMG Financial Advisors, LLC held 105,020 T 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 105,020 shares
    Change vs previous 13F -2,441 shares

    0.82% of the 13F portfolio, value $2,173,909.

    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 107,461 shares
    Change vs previous 13F -7,876 shares

    1.3% of the 13F portfolio, value $3,115,287.

    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 115,337 shares
    Change vs previous 13F -12,257 shares

    1.18% of the 13F portfolio, value $2,864,966.

    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 127,594 shares
    Change vs previous 13F +362 shares

    1.2% of the 13F portfolio, value $3,603,247.

    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 127,232 shares
    Change vs previous 13F -3,157 shares

    1.36% of the 13F portfolio, value $3,682,086.

    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 130,389 shares
    Change vs previous 13F -3,278 shares

    1.57% of the 13F portfolio, value $3,687,393.

    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 133,667 shares
    Change vs previous 13F -5,323 shares

    1.31% of the 13F portfolio, value $3,043,591.

    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 138,990 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,057,774.

    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).