Filer · Institutional
Wealth Management Associates,Inc.
CIK 0002067339TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 13
Q2 202613F-HR
0001214659-26-008730 · filed 2026-07-21
254
positions
Q1 202613F-HR
0001214659-26-006030 · filed 2026-05-13
234
positions
Q4 202513F-HR
0001214659-26-000620 · filed 2026-01-20
235
positions
Q3 202513F-HR
0001214659-25-015125 · filed 2025-10-21
230
positions
Q2 202513F-HR
0001214659-25-011396 · filed 2025-08-04
219
positions
Q1 202513F-HR
0001214659-25-008456 · filed 2025-05-28
212
positions
Q4 202413F-HR
0001214659-25-008455 · filed 2025-05-28
210
positions
Q3 202413F-HR
0001214659-25-008454 · filed 2025-05-28
209
positions
Q2 202413F-HR
0001214659-25-008453 · filed 2025-05-28
204
positions
Q1 202413F-HR
0001214659-25-008452 · filed 2025-05-28
204
positions
Q4 202313F-HR
0001214659-25-008444 · filed 2025-05-28
198
positions
Q3 202313F-HR
0001214659-25-008443 · filed 2025-05-28
190
positions
Q2 202313F-HR
0001214659-25-008442 · filed 2025-05-28
191
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.