Affinity Wealth Management LLC
- SEC CIK
- 0000810672
- Latest filing
- Jul 22, 2026
WSFS holding history
WSFS Financial Corp in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WSFS overviewAll 13F holders of WSFSFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,450
- Value
- $341.4K
- % of portfolio
- <0.1%
- Quarters held
- 15
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,450 | $341.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 4,450 | $291.3K | <0.1% | −10−0.2% | Reduced | Holders |
| Q4 2025 | 4,460 | $246.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 4,460 | $240.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 4,460 | $245.3K | <0.1% | −32−0.7% | Reduced | Holders |
| Q1 2025 | 4,492 | $233.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 4,492 | $238.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 4,492 | $229.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,492 | $211.1K | <0.1% | −109−2.4% | Reduced | Holders |
| Q1 2024 | 4,601 | $207.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 4,601 | $211.3K | <0.1% | +4,601 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −4,601−100.0% | Sold out | Holders |
| Q4 2022 | 4,601 | $208.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 4,601 | $214.0K | 0.1% | +4,601 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −4,601−100.0% | Sold out | Holders |
| Q4 2021 | 4,601 | $253.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 4,601 | $241.0K | <0.1% | +4,601 | New | Holders |