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Disclosery

Advisory Services Network, LLC: WM position timeline

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

Advisory Services Network, LLC held 36,694 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,694 shares
    Change vs previous 13F +3,558 shares

    0.09% of the 13F portfolio, value $8,178,218.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 33,136 shares
    Change vs previous 13F -1,042 shares

    0.1% of the 13F portfolio, value $7,614,517.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 34,178 shares
    Change vs previous 13F +427 shares

    0.11% of the 13F portfolio, value $7,509,392.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 33,751 shares
    Change vs previous 13F +2,377 shares

    0.11% of the 13F portfolio, value $7,453,310.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 31,374 shares
    Change vs previous 13F +6,926 shares

    0.12% of the 13F portfolio, value $7,189,689.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 24,448 shares
    Change vs previous 13F -2,250 shares

    0.11% of the 13F portfolio, value $5,659,923.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 26,698 shares
    Change vs previous 13F +4,237 shares

    0.1% of the 13F portfolio, value $5,387,479.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 22,461 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,791,797.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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