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Disclosery

BAKER BOYER NATIONAL BANK: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAKER BOYER NATIONAL BANK on WM, newest first. How the timeline and the estimate are built.

BAKER BOYER NATIONAL BANK held 1,979 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,979 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $441,080.

    13F-HR 0001079398-26-000006 filed by BAKER BOYER NATIONAL BANK
    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 1,979 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $454,754.

    13F-HR 0001079398-26-000004 filed by BAKER BOYER NATIONAL BANK
    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 1,989 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $437,003.

    13F-HR 0001079398-26-000002 filed by BAKER BOYER NATIONAL BANK
    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 1,979 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $437,023.

    13F-HR 0001079398-25-000012 filed by BAKER BOYER NATIONAL BANK
    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 1,979 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $452,835.

    13F-HR 0001079398-25-000007 filed by BAKER BOYER NATIONAL BANK
    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 1,979 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $458,158.

    13F-HR 0001079398-25-000004 filed by BAKER BOYER NATIONAL BANK
    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 1,979 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $399,342.

    13F-HR 0001079398-25-000002 filed by BAKER BOYER NATIONAL BANK
    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 1,979 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $410,840.

    13F-HR 0001079398-24-000010 filed by BAKER BOYER NATIONAL BANK
    Filed (acceptance time not in the bulk data set), ingested

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