BLUESTEIN R H & CO LLC: WM position timeline

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

BLUESTEIN R H & CO LLC held 12,810 WM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

period ended2022-09-30
13F 12,810 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $2,052,000.
13F-HR 0000884314-22-000009 filed by BLUESTEIN R H & CO LLC
Filed 2022-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 12,810 shares
Change vs previous 13F -25 shares
0.12% of the 13F portfolio, value $1,960,000.
13F-HR 0000884314-22-000008 filed by BLUESTEIN R H & CO LLC
Filed 2022-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 12,835 shares
Change vs previous 13F -1,389 shares
0.09% of the 13F portfolio, value $2,034,000.
13F-HR 0000884314-22-000005 filed by BLUESTEIN R H & CO LLC
Filed 2022-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 14,224 shares
Change vs previous 13F -35 shares
0.08% of the 13F portfolio, value $2,374,000.
13F-HR 0000884314-22-000002 filed by BLUESTEIN R H & CO LLC
Filed 2022-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 14,259 shares
Change vs previous 13F -505 shares
0.08% of the 13F portfolio, value $2,130,000.
13F-HR 0000884314-21-000005 filed by BLUESTEIN R H & CO LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 14,764 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $2,069,000.
13F-HR 0000884314-21-000004 filed by BLUESTEIN R H & CO LLC
Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 14,764 shares
Change vs previous 13F -235,836 shares
0.08% of the 13F portfolio, value $1,905,000.
13F-HR 0000884314-21-000003 filed by BLUESTEIN R H & CO LLC
Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 250,600 shares
Change vs previous 13F not available
1.31% of the 13F portfolio, value $29,553,000.
13F-HR 0000884314-21-000002 filed by BLUESTEIN R H & CO LLC
Filed 2021-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).