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Disclosery

Baker Chad R: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Chad R on WM, newest first. How the timeline and the estimate are built.

Baker Chad R held 71,535 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,535 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $15,943,721.

    13F-HR 0001666470-26-000003 filed by Baker Chad R
    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 71,535 shares
    Change vs previous 13F -7,980 shares

    3.1% of the 13F portfolio, value $16,438,028.

    13F-HR 0001666470-26-000002 filed by Baker Chad R
    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 79,515 shares
    Change vs previous 13F 0 shares

    3.17% of the 13F portfolio, value $17,661,872.

    13F-HR 0001666470-26-000001 filed by Baker Chad R
    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 79,515 shares
    Change vs previous 13F -6,000 shares

    3.02% of the 13F portfolio, value $17,559,297.

    13F-HR 0001666470-25-000005 filed by Baker Chad R
    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 85,515 shares
    Change vs previous 13F 0 shares

    3.64% of the 13F portfolio, value $19,567,542.

    13F-HR 0001666470-25-000004 filed by Baker Chad R
    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 85,515 shares
    Change vs previous 13F -15 shares

    4.03% of the 13F portfolio, value $19,797,578.

    13F-HR 0001666470-25-000002 filed by Baker Chad R
    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 85,530 shares
    Change vs previous 13F 0 shares

    3.38% of the 13F portfolio, value $17,259,099.

    13F-HR 0001666470-25-000001 filed by Baker Chad R
    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 85,530 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $17,756,028.

    13F-HR 0001666470-24-000004 filed by Baker Chad R
    Filed (acceptance time not in the bulk data set), ingested

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