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Disclosery

Aull & Monroe Investment Management Corp: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aull & Monroe Investment Management Corp on WM, newest first. How the timeline and the estimate are built.

Aull & Monroe Investment Management Corp held 13,379 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,379 shares
    Change vs previous 13F +35 shares

    1.25% of the 13F portfolio, value $2,981,912.

    13F-HR 0001387615-26-000003 filed by Aull & Monroe Investment Management Corp
    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 13,344 shares
    Change vs previous 13F -150 shares

    1.42% of the 13F portfolio, value $3,066,318.

    13F-HR 0001387615-26-000002 filed by Aull & Monroe Investment Management Corp
    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 13,494 shares
    Change vs previous 13F +31 shares

    1.49% of the 13F portfolio, value $2,964,767.

    13F-HR 0001387615-26-000001 filed by Aull & Monroe Investment Management Corp
    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 13,463 shares
    Change vs previous 13F -200 shares

    1.52% of the 13F portfolio, value $2,973,034.

    13F-HR 0001387615-25-000003 filed by Aull & Monroe Investment Management Corp
    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 13,663 shares
    Change vs previous 13F -2,334 shares

    1.68% of the 13F portfolio, value $3,126,368.

    13F-HR 0001085146-25-004266 filed by Aull & Monroe Investment Management Corp
    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 15,997 shares
    Change vs previous 13F -67 shares

    1.84% of the 13F portfolio, value $3,703,465.

    13F-HR 0001085146-25-003121 filed by Aull & Monroe Investment Management Corp
    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 16,064 shares
    Change vs previous 13F -530 shares

    1.65% of the 13F portfolio, value $3,241,555.

    13F-HR 0001085146-25-000875 filed by Aull & Monroe Investment Management Corp
    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 16,594 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,444,914.

    13F-HR 0001085146-24-005288 filed by Aull & Monroe Investment Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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