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Disclosery

CHICAGO TRUST Co NA: WM position timeline

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

CHICAGO TRUST Co NA held 9,097 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,097 shares
    Change vs previous 13F +1,184 shares

    0.29% of the 13F portfolio, value $2,027,538.

    13F-HR 0001601539-26-000008 filed by CHICAGO TRUST Co NA
    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 7,913 shares
    Change vs previous 13F +4,806 shares

    0.29% of the 13F portfolio, value $1,818,327.

    13F-HR 0001601539-26-000006 filed by CHICAGO TRUST Co NA
    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 3,107 shares
    Change vs previous 13F -2,047 shares

    0.11% of the 13F portfolio, value $682,638.

    13F-HR 0001601539-26-000002 filed by CHICAGO TRUST Co NA
    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 5,154 shares
    Change vs previous 13F -708 shares

    0.16% of the 13F portfolio, value $1,138,157.

    13F-HR 0001601539-25-000010 filed by CHICAGO TRUST Co NA
    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 5,862 shares
    Change vs previous 13F +1,710 shares

    0.19% of the 13F portfolio, value $1,341,341.

    13F-HR 0001601539-25-000007 filed by CHICAGO TRUST Co NA
    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 4,152 shares
    Change vs previous 13F -1,193 shares

    0.17% of the 13F portfolio, value $961,229.

    13F-HR 0001601539-25-000005 filed by CHICAGO TRUST Co NA
    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 5,345 shares
    Change vs previous 13F +1,471 shares

    0.19% of the 13F portfolio, value $1,078,567.

    13F-HR 0001601539-25-000002 filed by CHICAGO TRUST Co NA
    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 3,874 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $804,242.

    13F-HR 0001601539-24-000010 filed by CHICAGO TRUST Co NA
    Filed (acceptance time not in the bulk data set), ingested

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