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Disclosery

CRA Financial Services, LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CRA Financial Services, LLC on WM, newest first. How the timeline and the estimate are built.

CRA Financial Services, LLC held 0 WM shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -913 shares

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 913 shares
    Change vs previous 13F -328 shares

    0.03% of the 13F portfolio, value $200,568.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,241 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $274,022.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,198 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $274,098.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,401 shares
    Change vs previous 13F +269 shares

    0.06% of the 13F portfolio, value $324,316.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,132 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $228,401.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,116 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $231,655.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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