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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

AFL holding history

Aflac Inc in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overviewAll 13F holders of AFLFull Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of AFL by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−9,729−100.0%Sold outHolders
Q4 20249,729$1.01M0.1%+51+0.5%AddedHolders
Q3 20249,678$1.08M0.1%+1,799+22.8%AddedHolders
Q2 20247,879$703.7K<0.1%−42−0.5%ReducedHolders
Q1 20247,921$680.1K<0.1%+88+1.1%AddedHolders
Q4 20237,833$646.2K<0.1%+172+2.2%AddedHolders
Q3 20237,661$588.0K<0.1%−77−1.0%ReducedHolders
Q2 20237,738$540.1K<0.1%+8+0.1%AddedHolders
Q1 20237,730$498.7K<0.1%+10.0%AddedHolders
Q4 20227,729$556.0K0.1%00.0%UnchangedHolders
Q3 20227,729$434.0K0.1%+71+0.9%AddedHolders
Q2 20227,658$424.0K0.1%+10.0%AddedHolders
Q1 20227,657$493.0K0.1%+2,501+48.5%AddedHolders
Q4 20215,156$301.0K0.1%−627−10.8%ReducedHolders
Q3 20215,783$301.0K<0.1%+4+0.1%AddedHolders
Q2 20215,779$310.0K<0.1%+4+0.1%AddedHolders
Q1 20215,775$296.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.