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Blossom Wealth Management: WM position timeline

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

Blossom Wealth Management held 1,442 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,442 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $321,393.

    13F-HR 0001839735-26-000004 filed by Blossom Wealth Management
    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 1,442 shares
    Change vs previous 13F -160 shares

    0.49% of the 13F portfolio, value $331,357.

    13F-HR 0001839735-26-000002 filed by Blossom Wealth Management
    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 1,602 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $351,975.

    13F-HR 0001839735-26-000001 filed by Blossom Wealth Management
    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 1,602 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $353,770.

    13F-HR 0001839735-25-000002 filed by Blossom Wealth Management
    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 1,602 shares
    Change vs previous 13F +60 shares

    0.65% of the 13F portfolio, value $366,570.

    13F-HR 0001085146-25-003910 filed by Blossom Wealth Management
    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 1,542 shares
    Change vs previous 13F +48 shares

    0.72% of the 13F portfolio, value $356,988.

    13F-HR 0001085146-25-002251 filed by Blossom Wealth Management
    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 1,494 shares
    Change vs previous 13F +67 shares

    0.58% of the 13F portfolio, value $301,474.

    13F-HR 0001085146-25-000451 filed by Blossom Wealth Management
    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 1,427 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $296,245.

    13F-HR 0001085146-24-005055 filed by Blossom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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