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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull 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 BLK by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−204−100.0%Sold outHolders
Q4 2024204$209.1K<0.1%−131−39.1%ReducedHolders
Q3 2024335$318.1K<0.1%−46−12.1%ReducedHolders
Q2 2024381$300.0K<0.1%+32+9.2%AddedHolders
Q1 2024349$291.0K<0.1%+20+6.1%AddedHolders
Q4 2023329$267.1K<0.1%+4+1.2%AddedHolders
Q3 2023325$210.1K<0.1%−6−1.8%ReducedHolders
Q2 2023331$228.8K<0.1%00.0%UnchangedHolders
Q1 2023331$221.5K<0.1%00.0%UnchangedHolders
Q4 2022331$234.6K<0.1%−44−11.7%ReducedHolders
Q3 2022375$206.0K<0.1%00.0%UnchangedHolders
Q2 2022375$228.0K<0.1%+3+0.8%AddedHolders
Q1 2022372$284.0K<0.1%−2−0.5%ReducedHolders
Q4 2021374$342.0K0.1%−15−3.9%ReducedHolders
Q3 2021389$326.0K<0.1%+3+0.8%AddedHolders
Q2 2021386$338.0K0.1%−6−1.5%ReducedHolders
Q1 2021392$296.0K0.1%––Holders

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