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Disclosery

Coastline Trust Co: WM position timeline

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

Coastline Trust Co held 19,687 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,687 shares
    Change vs previous 13F -355 shares

    0.37% of the 13F portfolio, value $4,014,573.

    13F-HR 0001062993-26-005136 filed by Coastline Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,042 shares
    Change vs previous 13F -50 shares

    0.4% of the 13F portfolio, value $4,466,961.

    13F-HR 0001062993-26-004405 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,092 shares
    Change vs previous 13F -42 shares

    0.46% of the 13F portfolio, value $4,616,941.

    13F-HR 0001062993-26-001837 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,134 shares
    Change vs previous 13F -2,817 shares

    0.42% of the 13F portfolio, value $4,423,641.

    13F-HR 0001062993-26-000031 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,951 shares
    Change vs previous 13F +24 shares

    0.54% of the 13F portfolio, value $5,068,269.

    13F-HR 0001062993-25-016236 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,927 shares
    Change vs previous 13F +57 shares

    0.6% of the 13F portfolio, value $5,246,156.

    13F-HR 0001062993-25-012930 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,870 shares
    Change vs previous 13F -956 shares

    0.66% of the 13F portfolio, value $5,294,634.

    13F-HR 0001062993-25-008106 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,826 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,807,848.

    13F-HR 0001062993-25-002286 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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