13F Filings History of Papamarkou Wellner Asset Management inc.

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$166,402,699
Signature - Title
Bryon H. Lyons - CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Papamarkou Wellner Asset Management inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Papamarkou Wellner Asset Management inc. reported 86 stock holdings with total value $166,402,699 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, GOOGL, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 86 $166,402,699 +$7,395,570 -$6,926,149 +$469,421 AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 17 Feb 2026, 19:37
Q3 2025 81 $161,711,873 +$6,709,512 -$6,023,523 +$685,989 AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 17 Nov 2025, 16:55
Q2 2025 79 $150,246,154 +$5,231,061 -$10,286,125 -$5,055,064 AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 13 Aug 2025, 18:11
Q1 2025 85 $143,564,814 +$8,650,629 -$6,653,627 +$1,997,002 AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 13 May 2025, 21:24
Q4 2024 74 $144,245,128 $0 $0 $0 AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 13 May 2025, 06:34