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Bell Asset Management Ltd: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell Asset Management Ltd on WM, newest first. How the timeline and the estimate are built.

Bell Asset Management Ltd held 12,659 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,659 shares
    Change vs previous 13F -9,530 shares

    0.93% of the 13F portfolio, value $2,581,423.

    13F-HR 0001172661-26-004441 filed by Bell Asset Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,189 shares
    Change vs previous 13F +388 shares

    1.32% of the 13F portfolio, value $4,945,484.

    13F-HR 0001172661-26-003648 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,801 shares
    Change vs previous 13F -5,171 shares

    1.47% of the 13F portfolio, value $5,008,126.

    13F-HR 0001172661-26-001557 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,972 shares
    Change vs previous 13F +4,561 shares

    1.59% of the 13F portfolio, value $5,960,812.

    13F-HR 0001172661-26-000969 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,411 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,949,021.

    13F-HR 0001012975-25-000740 filed by Bell Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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