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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

  1. period ended2025-09-30
    13F 2,731 shares
    Change 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), ingested

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

  2. period ended2025-06-30
    13F 2,731 shares
    Change 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), ingested

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

  3. period ended2025-03-31
    13F 2,731 shares
    Change 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), ingested

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

  4. period ended2024-12-31
    13F 2,703 shares
    Change 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), ingested

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

  5. period ended2024-09-30
    13F/A 2,703 shares
    Change 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), ingested

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

  6. period ended2024-06-30
    13F 2,703 shares
    Change 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), ingested

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

  7. period ended2024-03-31
    13F 2,703 shares
    Change 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), ingested

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

  8. period ended2023-12-31
    13F 2,703 shares
    Change 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), ingested

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