WMS Partners, LLC

SEC CIK: 0001480916
Latest filing: Nov 13, 2025

SEC filings (opens in a new tab)

FNGD holding history

Bank of Montreal 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.

FNGD overview All 13F holders of FNGD Full Q3 2025 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of FNGD by WMS Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−122,600−100.0%	Sold out	Holders
Q4 2021	122,600	$4.76M	1.0%	+100,000+442.5%	Added	Holders
Q3 2021	22,600	$59.0K	<0.1%	+22,600	New	Holders