Skip to content
Disclosery

WMS Partners, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WMS Partners, LLC on DFAC, newest first. How the timeline and the estimate are built.

WMS Partners, LLC held 0 DFAC shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -895,595 shares

    13F-HR 0001480916-25-000003 filed by WMS Partners, 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 ended2024-12-31
    13F 895,595 shares
    Change vs previous 13F -534 shares

    1.74% of the 13F portfolio, value $30,978,624.

    13F-HR 0001480916-25-000002 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 896,129 shares
    Change vs previous 13F -8,837 shares

    1.72% of the 13F portfolio, value $30,728,280.

    13F-HR 0001480916-24-000006 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 904,966 shares
    Change vs previous 13F -5,830 shares

    1.86% of the 13F portfolio, value $29,176,095.

    13F-HR 0001480916-24-000004 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 910,796 shares
    Change vs previous 13F -2,433 shares

    2% of the 13F portfolio, value $29,099,945.

    13F-HR 0001480916-24-000003 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 913,229 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $26,693,689.

    13F-HR 0001480916-24-000001 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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