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Disclosery

Advisory Alpha, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on WM, newest first. How the timeline and the estimate are built.

Advisory Alpha, LLC held 5,883 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,883 shares
    Change vs previous 13F -72 shares

    0.03% of the 13F portfolio, value $1,311,636.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,955 shares
    Change vs previous 13F +110 shares

    0.04% of the 13F portfolio, value $1,368,778.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,845 shares
    Change vs previous 13F +205 shares

    0.03% of the 13F portfolio, value $1,284,606.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,640 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $1,223,871.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,745 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $1,314,752.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 5,714 shares
    Change vs previous 13F +134 shares

    0.04% of the 13F portfolio, value $1,322,933.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,580 shares
    Change vs previous 13F +379 shares

    0.04% of the 13F portfolio, value $1,126,178.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,201 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,080,020.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).