WMG Financial Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for WMG Financial Advisors going back to Feb. 14, 2022
- WMG Financial Advisors 2025 Q4 - filed Jan. 28, 2026 - new!
- WMG Financial Advisors 2025 Q3 - filed Oct. 23, 2025
- WMG Financial Advisors 2025 Q2 - filed July 24, 2025
- WMG Financial Advisors 2025 Q1 - filed May 6, 2025
- WMG Financial Advisors 2024 Q4 - filed Feb. 6, 2025
- WMG Financial Advisors 2024 Q3 - filed Oct. 31, 2024
- WMG Financial Advisors 2024 Q2 - filed July 30, 2024
- WMG Financial Advisors 2024 Q1 - filed May 7, 2024
- WMG Financial Advisors 2023 Q4 - filed Feb. 8, 2024
- WMG Financial Advisors 2023 Q3 - filed Nov. 14, 2023
- WMG Financial Advisors 2023 Q2 - filed Aug. 3, 2023
- WMG Financial Advisors 2023 Q1 - filed April 18, 2023
- WMG Financial Advisors 2022 Q4 - filed Feb. 10, 2023
- WMG Financial Advisors 2022 Q3 - filed Oct. 18, 2022
- WMG Financial Advisors 2022 Q2 - filed Aug. 8, 2022
- WMG Financial Advisors 2022 Q1 restated - filed Aug. 4, 2022
- WMG Financial Advisors 2022 Q1 - filed April 18, 2022
- WMG Financial Advisors 2021 Q4 - filed Feb. 14, 2022