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American Institute for Advanced Investment Management, LLP: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Institute for Advanced Investment Management, LLP on WM, newest first. How the timeline and the estimate are built.

American Institute for Advanced Investment Management, LLP held 1,185 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,185 shares
    Change vs previous 13F -895 shares

    0.15% of the 13F portfolio, value $264,112.

    13F-HR 0001214659-26-008788 filed by American Institute for Advanced Investment Management, LLP
    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 2,080 shares
    Change vs previous 13F -125 shares

    0.31% of the 13F portfolio, value $477,963.

    13F-HR 0001214659-26-005031 filed by American Institute for Advanced Investment Management, LLP
    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 2,205 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $484,748.

    13F-HR 0001214659-26-001152 filed by American Institute for Advanced Investment Management, LLP
    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 2,205 shares
    Change vs previous 13F -45 shares

    0.32% of the 13F portfolio, value $486,930.

    13F-HR 0001214659-25-015751 filed by American Institute for Advanced Investment Management, LLP
    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 2,250 shares
    Change vs previous 13F +125 shares

    0.36% of the 13F portfolio, value $514,847.

    13F-HR 0001214659-25-011476 filed by American Institute for Advanced Investment Management, LLP
    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 2,125 shares
    Change vs previous 13F +165 shares

    0.38% of the 13F portfolio, value $491,960.

    13F-HR 0001214659-25-006031 filed by American Institute for Advanced Investment Management, LLP
    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 1,960 shares
    Change vs previous 13F -180 shares

    0.29% of the 13F portfolio, value $395,508.

    13F-HR 0001214659-25-001207 filed by American Institute for Advanced Investment Management, LLP
    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 2,140 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $444,264.

    13F-HR 0001214659-24-017820 filed by American Institute for Advanced Investment Management, LLP
    Filed (acceptance time not in the bulk data set), ingested

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