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Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

RY holding history

Royal Bank of Canada in every 13F filed by Wagner Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RY overviewAll 13F holders of RYFull Q2 2026 holdings

Shares (Q2 2026)
6,884
Value
$1.42M
% of portfolio
0.3%
Quarters held
19
Since Q3 2021
Holdings of RY by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,884$1.42M0.3%−71−1.0%ReducedHolders
Q1 20266,955$1.13M0.2%+295+4.4%AddedHolders
Q4 20256,660$1.14M0.2%−27−0.4%ReducedHolders
Q3 20256,687$985.1K0.2%−261−3.8%ReducedHolders
Q2 20256,948$914.0K0.2%+527+8.2%AddedHolders
Q1 20256,421$723.8K0.2%+137+2.2%AddedHolders
Q4 20246,284$757.3K0.2%+521+9.0%AddedHolders
Q3 20245,763$718.8K0.2%+42+0.7%AddedHolders
Q2 20245,721$608.6K0.2%+842+17.3%AddedHolders
Q1 20244,879$492.2K0.2%+440+9.9%AddedHolders
Q4 20234,439$448.9K0.2%+20+0.5%AddedHolders
Q3 20234,419$386.4K0.1%+427+10.7%AddedHolders
Q2 20233,992$381.3K0.1%+8+0.2%AddedHolders
Q1 20233,984$380.8K0.2%+157+4.1%AddedHolders
Q4 20223,827$359.8K0.2%+1,817+90.4%AddedHolders
Q3 20222,010$181.0K0.1%+1,017+102.4%AddedHolders
Q2 2022993$96.0K0.1%+993NewHolders
Q1 20220$00.0%−582−100.0%Sold outHolders
Q4 2021582$62.0K<0.1%00.0%UnchangedHolders
Q3 2021582$61.0K<0.1%+582NewHolders