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CAHILL FINANCIAL ADVISORS INC: WM position timeline

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

CAHILL FINANCIAL ADVISORS INC held 1,516 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,516 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $337,787.

    13F-HR 0001600327-26-000007 filed by CAHILL FINANCIAL ADVISORS INC
    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 1,511 shares
    Change vs previous 13F +119 shares

    0.04% of the 13F portfolio, value $347,235.

    13F-HR 0001600327-26-000005 filed by CAHILL FINANCIAL ADVISORS INC
    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 1,392 shares
    Change vs previous 13F +306 shares

    0.03% of the 13F portfolio, value $305,803.

    13F-HR 0001600327-26-000003 filed by CAHILL FINANCIAL ADVISORS INC
    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 1,086 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $239,921.

    13F-HR 0001600327-25-000014 filed by CAHILL FINANCIAL ADVISORS INC
    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 1,083 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $247,827.

    13F-HR 0001600327-25-000007 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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