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Manager record

Papamarkou Wellner Asset Management inc.

New York, NY · CIK 2063952 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$159.41MReported 13F valueQ2 2026 · as filed
75Holdings listed
-2.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $151.1M$151.1MQ2 202579 holdingsQ3 2025: $161.7M$161.7MQ3 202581 holdingsQ4 2025: $166.4M$166.4MQ4 202586 holdingsQ1 2026: $163.7M$163.7MQ1 202686 holdingsQ2 2026: $159.4M$159.4MQ2 202675 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 17 2026 13F-HR · period Q2 2026

$159.41M · 75 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$163.69M · 86 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$166.40M · 86 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR · period Q3 2025

$161.71M · 81 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$151.12M · 79 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 17, 2026 · Change methodology