Court Place Advisors, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Court Place Advisors, LLC on WM, newest first. How the timeline and the estimate are built.
Court Place Advisors, LLC held 2,731 WM shares at 2025-09-30 per its 13F-HR filed 2025-11-25.
the latest 13F is the newest step
- period ended2025-09-3013F 2,731 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $603,087.
13F-HR 0001420506-25-003498 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,731 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $624,907.
13F-HR 0001420506-25-001571 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,731 sharesChange vs previous 13F +28 shares
0.21% of the 13F portfolio, value $632,254.
13F-HR 0001420506-25-000838 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,703 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $545,438.
13F-HR 0001420506-25-000055 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 2,703 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $561,143.
13F-HR/A 0001420506-24-002174 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,703 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $576,658.
13F-HR 0001420506-24-001215 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,703 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $576,144.
13F-HR 0001420506-24-000649 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,703 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $484,107.
13F-HR 0001420506-24-000099 filed by Court Place Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).