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Astoria Portfolio Advisors LLC.: WM position timeline

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

Astoria Portfolio Advisors LLC. held 2,016 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 2,016 shares
    Change vs previous 13F -230 shares

    0.08% of the 13F portfolio, value $449,250.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors 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 2,246 shares
    Change vs previous 13F -165 shares

    0.11% of the 13F portfolio, value $507,985.

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio Advisors 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 2,411 shares
    Change vs previous 13F -1,361 shares

    0.13% of the 13F portfolio, value $555,973.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio Advisors 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 3,772 shares
    Change vs previous 13F -634 shares

    0.22% of the 13F portfolio, value $829,843.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors 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 4,406 shares
    Change vs previous 13F -9 shares

    0.29% of the 13F portfolio, value $1,016,031.

    13F-HR 0001931642-25-000007 filed by Astoria Portfolio Advisors 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 4,415 shares
    Change vs previous 13F +1,690 shares

    0.34% of the 13F portfolio, value $1,009,484.

    13F-HR 0001931642-25-000005 filed by Astoria Portfolio Advisors 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 2,725 shares
    Change vs previous 13F +898 shares

    0.2% of the 13F portfolio, value $564,518.

    13F-HR 0001931642-25-000001 filed by Astoria Portfolio Advisors 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 1,827 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $387,055.

    13F-HR 0001931642-24-000005 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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