Wealth Management Associates, Inc.

Position in QSI — Quantum-Si Inc

CIK 2067339 Cherry Hill, NJ

Position in QSI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$23,319

+$2,460 QoQ

Shares Held

26,350

-2.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#71

of 141 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $330,746 across 2 Medical Devices names. QSI ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ABT	Abbott Laboratories	3,388	$307,427
2	QSI	Quantum-Si Inc This page	26,350	$23,319

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,319	26,350	-2.2%	Shares	Sole	2026-07-21
2026-03-31	$20,859	26,950	0.0%	Shares	Sole	2026-05-13
2025-12-31	$29,645	26,950	-12.9%	Shares	Sole	2026-01-20
2025-09-30	$43,639	30,950	+14.8%	Shares	Sole	2025-10-21
2025-06-30	$52,822	26,950	0.0%	Shares	Sole	2025-08-04
2025-03-31	$32,340	26,950	-23.1%	Shares	Sole	2025-05-28
2024-12-31	$94,635	35,050	0.0%	Shares	Sole	2025-05-28
2024-09-30	$30,914	35,050	-7.9%	Shares	Sole	2025-05-28
2024-06-30	$39,952	38,050	0.0%	Shares	Sole	2025-05-28
2024-03-31	$74,958	38,050	+89.3%	Shares	Sole	2025-05-28
2023-12-31	$40,401	20,100	+12.3%	Shares	Sole	2025-05-28
2023-09-30	$29,714	17,900	-30.9%	Shares	Sole	2025-05-28
2023-06-30	$46,361	25,900	+17.7%	Shares	Sole	2025-05-28
2023-03-31	$38,720	22,000	+39.2%	Shares	Sole	2025-05-28
2022-12-31	$28,914	15,800	-6.9%	Shares	Sole	2025-05-28
2021-12-31	$133,593	16,975	+5.9%	Shares	Sole	2025-05-28
2021-09-30	$133,648	16,025	+43.7%	Shares	Sole	2025-05-28
2021-06-30	$136,699	11,150	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.