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Disclosery

WMS Partners, LLC: TOTL position timeline

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

WMS Partners, LLC held 0 TOTL 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 -7,362 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 7,362 shares
    Change vs previous 13F -2,351 shares

    0.02% of the 13F portfolio, value $289,999.

    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 9,713 shares
    Change vs previous 13F -25,871 shares

    0.02% of the 13F portfolio, value $402,121.

    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 35,584 shares
    Change vs previous 13F -43 shares

    0.09% of the 13F portfolio, value $1,413,406.

    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 35,627 shares
    Change vs previous 13F +2,320 shares

    0.1% of the 13F portfolio, value $1,426,872.

    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 33,307 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,340,599.

    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).