Number of Shares
32,755
Previous 26,077 25.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
N/A
6,678 Added 25.61%
32,755 $0
Q3 2025

Oct 21, 2025

SELL
N/A
-292 Reduced 1.11%
26,077 $0
Q2 2025

Jul 11, 2025

BUY
N/A
14,388 Added 120.09%
26,369 $0
Q1 2025

Apr 10, 2025

BUY
N/A
11,981 New
11,981 $0
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.