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Disclosery

Brown Shipley& Co Ltd: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brown Shipley& Co Ltd on WM, newest first. How the timeline and the estimate are built.

Brown Shipley& Co Ltd held 13,252 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,252 shares
    Change vs previous 13F +248 shares

    1.3% of the 13F portfolio, value $2,702,348.

    13F-HR 0001912970-26-000004 filed by Brown Shipley& Co Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,004 shares
    Change vs previous 13F +342 shares

    1.5% of the 13F portfolio, value $2,898,332.

    13F-HR 0001912970-26-000003 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,662 shares
    Change vs previous 13F -438 shares

    1.75% of the 13F portfolio, value $2,909,601.

    13F-HR 0001912970-26-000002 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,100 shares
    Change vs previous 13F -713 shares

    1.54% of the 13F portfolio, value $2,878,201.

    13F-HR 0001912970-26-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,813 shares
    Change vs previous 13F -295 shares

    1.61% of the 13F portfolio, value $3,050,325.

    13F-HR 0001912970-25-000005 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,108 shares
    Change vs previous 13F -555 shares

    1.78% of the 13F portfolio, value $3,228,193.

    13F-HR 0001912970-25-000004 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,663 shares
    Change vs previous 13F -792 shares

    1.92% of the 13F portfolio, value $3,394,631.

    13F-HR 0001912970-25-000002 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,455 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,118,664.

    13F-HR 0001912970-25-000001 filed by Brown Shipley& Co Ltd
    Filed (acceptance time not in the bulk data set), ingested

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