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WMS Partners, LLC

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13F filer, CIK 1480916, TOWSON, MD

WMS Partners, LLC reported $0 across 1 holding for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001480916-25-000007

Period
2025-09-30
Reported value
$0
Holdings
1
Top 10 weight
New
0
Sold out
0

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001480916-25-000007, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
00Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares 0$00Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001480916-25-000007 base2025-11-13acceptance time not in the bulk data set