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Brentview Investment Management LLC: WM position timeline

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

Brentview Investment Management LLC held 24,444 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,444 shares
    Change vs previous 13F +676 shares

    2.16% of the 13F portfolio, value $5,448,186.

    13F-HR 0002052564-26-000005 filed by Brentview Investment Management 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 23,768 shares
    Change vs previous 13F +931 shares

    2.36% of the 13F portfolio, value $5,461,552.

    13F-HR 0002052564-26-000003 filed by Brentview Investment Management 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 22,837 shares
    Change vs previous 13F +83 shares

    2.27% of the 13F portfolio, value $5,017,534.

    13F-HR 0002052564-26-000001 filed by Brentview Investment Management 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 22,754 shares
    Change vs previous 13F +1,083 shares

    2.29% of the 13F portfolio, value $5,024,683.

    13F-HR 0002052564-25-000006 filed by Brentview Investment Management 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 21,671 shares
    Change vs previous 13F +5,685 shares

    2.5% of the 13F portfolio, value $4,958,799.

    13F-HR 0002052564-25-000004 filed by Brentview Investment Management 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 15,986 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,700,926.

    13F-HR 0002052564-25-000003 filed by Brentview Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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