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ALTA CAPITAL MANAGEMENT LLC/: WM position timeline

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

ALTA CAPITAL MANAGEMENT LLC/ held 87,653 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,653 shares
    Change vs previous 13F -26,735 shares

    1.45% of the 13F portfolio, value $19,536,170.

    13F-HR 0001398344-26-012834 filed by ALTA CAPITAL MANAGEMENT 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 114,388 shares
    Change vs previous 13F -7,718 shares

    2.04% of the 13F portfolio, value $26,285,341.

    13F-HR 0001093589-26-000004 filed by ALTA CAPITAL MANAGEMENT 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 122,106 shares
    Change vs previous 13F -7,964 shares

    1.79% of the 13F portfolio, value $26,827,974.

    13F-HR 0001093589-26-000002 filed by ALTA CAPITAL MANAGEMENT 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 130,070 shares
    Change vs previous 13F +90,170 shares

    1.6% of the 13F portfolio, value $28,723,524.

    13F-HR 0001093589-25-000012 filed by ALTA CAPITAL MANAGEMENT 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 39,900 shares
    Change vs previous 13F +327 shares

    0.52% of the 13F portfolio, value $9,130,039.

    13F-HR 0001093589-25-000008 filed by ALTA CAPITAL MANAGEMENT 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 39,573 shares
    Change vs previous 13F +37,079 shares

    0.59% of the 13F portfolio, value $9,161,597.

    13F-HR 0001093589-25-000004 filed by ALTA CAPITAL MANAGEMENT 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 2,494 shares
    Change vs previous 13F +94 shares

    0.03% of the 13F portfolio, value $503,264.

    13F-HR 0001093589-25-000001 filed by ALTA CAPITAL MANAGEMENT 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 2,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $498,240.

    13F-HR 0001093589-24-000006 filed by ALTA CAPITAL MANAGEMENT LLC/
    Filed (acceptance time not in the bulk data set), ingested

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