WMS Partners, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Towson, MD
CIK
0001480916
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 287 1,271,482 13F-HR 8/14/2023 000148091623000008 WMS Partners, LLC
Q1 2023 278 1,142,472 13F-HR 5/12/2023 000148091623000005 WMS Partners, LLC
Q4 2022 274 1,009,505 13F-HR 2/7/2023 000148091623000001 WMS Partners, LLC
Q3 2022 260 735,972 13F-HR 11/8/2022 000148091622000005 WMS Partners, LLC
Q2 2022 261 642,397 13F-HR 8/5/2022 000148091622000003 WMS Partners, LLC
Q1 2022 268 729,453 13F-HR 5/10/2022 000148091622000002 WMS Partners, LLC
Q4 2021 224 469,116 13F-HR 2/14/2022 000148091622000001 WMS Partners, LLC
Q3 2021 278 681,796 13F-HR 11/12/2021 000148091621000005 WMS Partners, LLC
Q2 2021 262 676,001 13F-HR 8/13/2021 000148091621000004 WMS Partners, LLC
Q1 2021 229 439,138 13F-HR 5/14/2021 000148091621000003 WMS Partners, LLC
Q4 2020 240 580,339 RESTATEMENT 2/17/2021 000148091621000002 WMS Partners, LLC
Q4 2020 236 515,219 13F-HR 2/12/2021 000148091621000001 WMS Partners, LLC
Q3 2020 236 515,219 13F-HR 11/12/2020 000148091620000004 WMS Partners, LLC
Q2 2020 212 482,812 13F-HR 8/12/2020 000148091620000003 WMS Partners, LLC
Q1 2020 191 360,351 13F-HR 5/13/2020 000148091620000002 WMS Partners, LLC
Q4 2019 218 447,512 13F-HR 2/13/2020 000148091620000001 WMS Partners, LLC
Q3 2019 223 416,173 13F-HR 11/7/2019 000148091619000004 WMS Partners, LLC
Q2 2019 214 406,799 13F-HR 8/13/2019 000148091619000003 WMS Partners, LLC
Q1 2019 200 401,300 13F-HR 5/13/2019 000148091619000002 WMS Partners, LLC
Q4 2018 183 357,537 13F-HR 2/14/2019 000148091619000001 WMS Partners, LLC
Q3 2018 219 890,609 13F-HR 11/8/2018 000148091618000004 WMS Partners, LLC
Q2 2018 222 860,325 13F-HR 8/9/2018 000148091618000003 WMS Partners, LLC
Q1 2018 219 842,114 13F-HR 5/14/2018 000148091618000002 WMS Partners, LLC
Q4 2017 232 887,890 13F-HR 2/9/2018 000148091618000001 WMS Partners, LLC
Q3 2017 213 839,919 13F-HR 10/27/2017 000148091617000004 WMS Partners, LLC
Q2 2017 211 807,966 13F-HR 8/9/2017 000148091617000003 WMS Partners, LLC
Q1 2017 200 795,393 13F-HR 5/11/2017 000148091617000002 WMS Partners, LLC
Q4 2016 187 753,512 13F-HR 2/7/2017 000148091617000001 WMS Partners, LLC
Q3 2016 189 746,507 13F-HR 11/7/2016 000148091616000009 WMS Partners, LLC
Q3 2016 189 746,507 RESTATEMENT 11/7/2016 000148091616000010 WMS Partners, LLC
Q2 2016 202 720,591 13F-HR 8/10/2016 000148091616000008 WMS Partners, LLC
Q1 2016 196 719,456 13F-HR 5/11/2016 000148091616000007 WMS Partners, LLC
Q4 2015 201 694,340 13F-HR 2/4/2016 000148091616000006 WMS Partners, LLC
Q3 2015 204 654,613 13F-HR 11/12/2015 000148091615000005 WMS Partners, LLC
Q2 2015 281 859,666 13F-HR 7/16/2015 000148091615000004 WMS Partners, LLC
Q1 2015 278 816,243 RESTATEMENT 5/22/2015 000148091615000003 WMS Partners, LLC
Q1 2015 279 830,989 13F-HR 5/15/2015 000148091615000002 WMS Partners, LLC
Q4 2014 215 650,414 13F-HR 2/13/2015 000148091615000001 WMS Partners, LLC
Q3 2014 235 639,406 13F-HR 11/17/2014 000148091614000006 WMS Partners, LLC
Q2 2014 240 648,762 13F-HR 8/11/2014 000148091614000005 WMS Partners, LLC
Q1 2014 239 624,540 13F-HR 4/14/2014 000148091614000003 WMS Partners, LLC
Q4 2013 229 606,163 13F-HR 1/23/2014 000148091614000001 WMS Partners, LLC