COBBLESTONE CAPITAL ADVISORS LLC /NY/: WPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBBLESTONE CAPITAL ADVISORS LLC /NY/ on WPM, newest first. How the timeline and the estimate are built.
COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 18,174 WPM shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 18,174 sharesChange vs previous 13F +219 shares
0.1% of the 13F portfolio, value $2,032,622.
13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,955 sharesChange vs previous 13F +69 shares
0.08% of the 13F portfolio, value $1,612,345.
13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,886 sharesChange vs previous 13F -23 shares
0.08% of the 13F portfolio, value $1,388,515.
13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,909 sharesChange vs previous 13F -598 shares
0.05% of the 13F portfolio, value $1,007,220.
13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,507 sharesChange vs previous 13F -28 shares
0.06% of the 13F portfolio, value $1,130,394.
13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 18,535 sharesChange vs previous 13F +166 shares
0.06% of the 13F portfolio, value $971,595.
13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 18,369 sharesChange vs previous 13F -50 shares
0.05% of the 13F portfolio, value $865,740.
13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 18,419 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $908,803.
13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).