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Disclosery

BRINKER CAPITAL INC: WM position timeline

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

BRINKER CAPITAL INC held 33,336 WM shares at 2020-06-30 per its 13F-HR filed 2020-07-30.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 33,336 shares
    Change vs previous 13F -40,935 shares

    0.11% of the 13F portfolio, value $3,531,000.

    13F-HR 0001104659-20-088254 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 74,271 shares
    Change vs previous 13F +495 shares

    0.27% of the 13F portfolio, value $6,875,000.

    13F-HR 0001104659-20-053352 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-12-31
    13F 73,776 shares
    Change vs previous 13F +7,459 shares

    0.26% of the 13F portfolio, value $8,408,000.

    13F-HR 0001104659-20-022421 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F 66,317 shares
    Change vs previous 13F +3,725 shares

    0.26% of the 13F portfolio, value $7,626,000.

    13F-HR 0001104659-19-055177 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-06-30
    13F 62,592 shares
    Change vs previous 13F +1,748 shares

    0.26% of the 13F portfolio, value $7,221,000.

    13F-HR 0001144204-19-039086 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-03-31
    13F 60,844 shares
    Change vs previous 13F -9,016 shares

    0.24% of the 13F portfolio, value $6,322,000.

    13F-HR 0001144204-19-020627 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-12-31
    13F 69,860 shares
    Change vs previous 13F +4,566 shares

    0.27% of the 13F portfolio, value $6,217,000.

    13F-HR 0001144204-19-007712 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-09-30
    13F 65,294 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,900,000.

    13F-HR 0001144204-18-059062 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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