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BLODGETT WEALTH ADVISORS, LLC: WM position timeline

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

BLODGETT WEALTH ADVISORS, LLC held 3,951 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,951 shares
    Change vs previous 13F -845 shares

    0.59% of the 13F portfolio, value $880,599.

    13F-HR 0001907826-26-000003 filed by BLODGETT WEALTH 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 4,796 shares
    Change vs previous 13F -2,875 shares

    0.87% of the 13F portfolio, value $1,102,073.

    13F-HR 0001907826-26-000002 filed by BLODGETT WEALTH 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 7,671 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $1,685,396.

    13F-HR 0001907826-26-000001 filed by BLODGETT WEALTH 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/A 7,671 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,693,987.

    13F-HR/A 0001907826-25-000003 filed by BLODGETT WEALTH 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 7,671 shares
    Change vs previous 13F -140 shares

    1.38% of the 13F portfolio, value $1,755,279.

    13F-HR 0001085146-25-003628 filed by BLODGETT WEALTH 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 7,811 shares
    Change vs previous 13F 0 shares

    1.54% of the 13F portfolio, value $1,808,325.

    13F-HR 0001085146-25-002131 filed by BLODGETT WEALTH 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 7,811 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,576,182.

    13F-HR 0001085146-25-000469 filed by BLODGETT WEALTH 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 7,811 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $1,621,564.

    13F-HR 0001085146-24-005030 filed by BLODGETT WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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