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Broyhill Asset Management, LLC: WM position timeline

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

Broyhill Asset Management, LLC held 1,323 WM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,323 shares
    Change vs previous 13F -1,323 shares

    0.26% of the 13F portfolio, value $294,870.

    13F-HR/A 0001140361-26-031127 filed by Broyhill Asset 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 2,646 shares
    Change vs previous 13F +1,323 shares

    0.58% of the 13F portfolio, value $594,688.

    13F-HR 0001140361-26-019234 filed by Broyhill Asset 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 1,323 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $290,676.

    13F-HR 0001140361-26-005137 filed by Broyhill Asset 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 1,323 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $292,158.

    13F-HR 0001140361-25-041975 filed by Broyhill Asset 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 1,323 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $302,729.

    13F-HR 0001140361-25-031141 filed by Broyhill Asset 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 1,323 shares
    Change vs previous 13F +86 shares

    0.25% of the 13F portfolio, value $306,288.

    13F-HR 0001140361-25-018898 filed by Broyhill Asset Management, 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 1,237 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $249,614.

    13F-HR 0001140361-25-004246 filed by Broyhill Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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