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CGN Advisors LLC: WM position timeline

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

CGN Advisors LLC held 10,675 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,675 shares
    Change vs previous 13F -453 shares

    0.17% of the 13F portfolio, value $2,379,200.

    13F-HR 0001841506-26-000004 filed by CGN Advisors 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 11,128 shares
    Change vs previous 13F -251 shares

    0.2% of the 13F portfolio, value $2,557,023.

    13F-HR 0001841506-26-000003 filed by CGN Advisors 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 11,379 shares
    Change vs previous 13F -155 shares

    0.2% of the 13F portfolio, value $2,500,089.

    13F-HR 0001841506-26-000001 filed by CGN Advisors 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 11,534 shares
    Change vs previous 13F +187 shares

    0.21% of the 13F portfolio, value $2,547,063.

    13F-HR 0001841506-25-000008 filed by CGN Advisors 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 11,347 shares
    Change vs previous 13F +116 shares

    0.23% of the 13F portfolio, value $2,596,430.

    13F-HR 0001841506-25-000005 filed by CGN Advisors 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 11,231 shares
    Change vs previous 13F -562 shares

    0.25% of the 13F portfolio, value $2,600,099.

    13F-HR 0001841506-25-000002 filed by CGN Advisors 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 11,793 shares
    Change vs previous 13F +1,083 shares

    0.23% of the 13F portfolio, value $2,379,718.

    13F-HR 0001841506-25-000001 filed by CGN Advisors LLC
    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 10,710 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,223,405.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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