WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
FDS holding history
Factset Research Systems 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.
FDS overviewAll 13F holders of FDSFull Q3 2025 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −476−100.0% | Sold out | Holders |
| Q4 2024 | 476 | $228.6K | <0.1% | +14+3.0% | Added | Holders |
| Q3 2024 | 462 | $212.5K | <0.1% | +462 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −473−100.0% | Sold out | Holders |
| Q1 2024 | 473 | $214.9K | <0.1% | +12+2.6% | Added | Holders |
| Q4 2023 | 461 | $219.9K | <0.1% | +461 | New | Holders |