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Disclosery

ALPS ADVISORS INC: WM position timeline

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

ALPS ADVISORS INC held 18,633 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,633 shares
    Change vs previous 13F +3,795 shares

    0.02% of the 13F portfolio, value $4,152,923.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    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 14,838 shares
    Change vs previous 13F -2,542 shares

    0.02% of the 13F portfolio, value $3,409,624.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    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 17,380 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $3,818,560.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    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 17,275 shares
    Change vs previous 13F -808 shares

    0.02% of the 13F portfolio, value $3,814,838.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    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 18,083 shares
    Change vs previous 13F -1,081 shares

    0.02% of the 13F portfolio, value $4,137,752.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    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 19,164 shares
    Change vs previous 13F +2,582 shares

    0.03% of the 13F portfolio, value $4,436,658.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS INC
    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 16,582 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $3,346,082.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS INC
    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 16,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,462,560.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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