Current Market Value 0
Current Holdings 0
Most Recent File Date 2025-07-30
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WMS Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 0 0
2025-05-07 2025-03-31 13F-HR 0 0
2025-02-14 2024-12-31 13F-HR 298 1,784,530
2024-11-13 2024-09-30 13F-HR 295 1,783,880
2024-08-14 2024-06-30 13F-HR 260 1,564,468
2024-05-15 2024-03-31 13F-HR 266 1,457,764
2024-02-12 2023-12-31 13F-HR 254 1,359,634
2023-11-09 2023-09-30 13F-HR 258 1,265,811
2023-08-14 2023-06-30 13F-HR 287 1,271,483
2023-05-12 2023-03-31 13F-HR 278 1,142,473
2023-02-07 2022-12-31 13F-HR 274 1,009,505
2022-11-08 2022-09-30 13F-HR 260 735,972
2022-08-05 2022-06-30 13F-HR 261 642,397
2022-05-10 2022-03-31 13F-HR 268 729,453
2022-02-14 2021-12-31 13F-HR 224 469,116
2021-11-12 2021-09-30 13F-HR 278 681,796
2021-08-13 2021-06-30 13F-HR 262 676,001
2021-05-14 2021-03-31 13F-HR 229 439,138
2021-02-17 2020-12-31 13F-HR/A 1 R 240 580,339
2021-02-12 2020-12-31 13F-HR 236 515,219
2020-11-12 2020-09-30 13F-HR 236 515,219
2020-08-12 2020-06-30 13F-HR 212 482,812
2020-05-13 2020-03-31 13F-HR 191 360,351
2020-02-13 2019-12-31 13F-HR 218 447,512
2019-11-07 2019-09-30 13F-HR 223 416,173
2019-08-13 2019-06-30 13F-HR 214 406,799
2019-05-13 2019-03-31 13F-HR 200 401,300
2019-02-14 2018-12-31 13F-HR 183 357,537
2018-11-08 2018-09-30 13F-HR 219 890,609
2018-08-09 2018-06-30 13F-HR 222 860,325
2018-05-14 2018-03-31 13F-HR 219 842,114
2018-02-09 2017-12-31 13F-HR 232 887,890
2017-10-27 2017-09-30 13F-HR 213 839,919
2017-08-09 2017-06-30 13F-HR 211 807,966
2017-05-11 2017-03-31 13F-HR 200 795,393
2017-02-07 2016-12-31 13F-HR 187 753,512
2016-11-07 2016-09-30 13F-HR 189 746,507
2016-11-07 2016-09-30 13F-HR/A 1 R 189 746,507
2016-08-10 2016-06-30 13F-HR 202 720,591
2016-05-11 2016-03-31 13F-HR 196 719,456
2016-02-04 2015-12-31 13F-HR 201 694,340
2015-11-12 2015-09-30 13F-HR 204 654,613
2015-07-16 2015-06-30 13F-HR 281 859,666
2015-05-22 2015-03-31 13F-HR/A 1 R 278 816,243
2015-05-15 2015-03-31 13F-HR 279 830,989
2015-02-13 2014-12-31 13F-HR 215 650,414
2014-11-17 2014-09-30 13F-HR 235 639,406
2014-08-11 2014-06-30 13F-HR 240 648,762
2014-04-14 2014-03-31 13F-HR 239 624,540
2014-01-23 2013-12-31 13F-HR 229 606,163
2013-10-15 2013-09-30 13F-HR 203 523,227
2013-08-02 2013-06-30 13F-HR 231 549,486