Skip to content
Disclosery

WMG Financial Advisors, LLC: VB position timeline

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

WMG Financial Advisors, LLC held 0 VB 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 -1,237 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 1,237 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $314,584.

    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 1,242 shares
    Change vs previous 13F -92 shares

    0.11% of the 13F portfolio, value $294,355.

    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 1,334 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $295,839.

    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 1,329 shares
    Change vs previous 13F +56 shares

    0.14% of the 13F portfolio, value $319,344.

    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 1,273 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $301,968.

    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).