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ALPHA CAPITAL ADVISORS INC /ADV: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPHA CAPITAL ADVISORS INC /ADV on WM, newest first. How the timeline and the estimate are built.

ALPHA CAPITAL ADVISORS INC /ADV held 1,762 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,762 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $392,798.

    13F-HR 0002063364-26-000271 filed by ALPHA CAPITAL ADVISORS INC /ADV
    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 1,762 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $404,977.

    13F-HR 0002063364-26-000165 filed by ALPHA CAPITAL ADVISORS INC /ADV
    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 1,762 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $380,991.

    13F-HR 0002063364-26-000077 filed by ALPHA CAPITAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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