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Cetera Investment Advisers: WM position timeline

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

Cetera Investment Advisers held 395,696 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,696 shares
    Change vs previous 13F +18,716 shares

    0.08% of the 13F portfolio, value $88,192,850.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 376,980 shares
    Change vs previous 13F +40,280 shares

    0.09% of the 13F portfolio, value $86,626,336.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 336,700 shares
    Change vs previous 13F +22,528 shares

    0.08% of the 13F portfolio, value $73,976,231.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 314,172 shares
    Change vs previous 13F +106,060 shares

    0.08% of the 13F portfolio, value $69,378,816.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 208,112 shares
    Change vs previous 13F +6,453 shares

    0.08% of the 13F portfolio, value $47,620,118.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 201,659 shares
    Change vs previous 13F +24,243 shares

    0.09% of the 13F portfolio, value $46,686,010.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 177,416 shares
    Change vs previous 13F +7,567 shares

    0.07% of the 13F portfolio, value $35,800,699.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 169,849 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,260,747.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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