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Blue Chip Partners, LLC: WM position timeline

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

Blue Chip Partners, LLC held 140,108 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 140,108 shares
    Change vs previous 13F +3,752 shares

    1.97% of the 13F portfolio, value $31,227,175.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 136,356 shares
    Change vs previous 13F +3,549 shares

    2.26% of the 13F portfolio, value $31,333,184.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 132,807 shares
    Change vs previous 13F +3,922 shares

    2.12% of the 13F portfolio, value $29,179,079.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 128,885 shares
    Change vs previous 13F +2,303 shares

    2.13% of the 13F portfolio, value $28,461,620.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 126,582 shares
    Change vs previous 13F +669 shares

    2.36% of the 13F portfolio, value $28,964,516.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 125,913 shares
    Change vs previous 13F +3,694 shares

    2.51% of the 13F portfolio, value $29,150,004.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 122,219 shares
    Change vs previous 13F +7 shares

    2.12% of the 13F portfolio, value $24,662,669.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, 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 122,212 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $25,371,315.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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