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Disclosery

D.A. DAVIDSON & CO.: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on WM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 91,906 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,906 shares
    Change vs previous 13F -12,525 shares

    0.11% of the 13F portfolio, value $20,484,018.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 104,431 shares
    Change vs previous 13F +1,487 shares

    0.15% of the 13F portfolio, value $23,997,332.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 102,944 shares
    Change vs previous 13F +12,246 shares

    0.14% of the 13F portfolio, value $22,617,948.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 90,698 shares
    Change vs previous 13F +2,568 shares

    0.13% of the 13F portfolio, value $20,028,893.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 88,130 shares
    Change vs previous 13F +3,378 shares

    0.14% of the 13F portfolio, value $20,165,949.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 84,752 shares
    Change vs previous 13F +2,362 shares

    0.16% of the 13F portfolio, value $19,620,945.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 82,390 shares
    Change vs previous 13F +472 shares

    0.14% of the 13F portfolio, value $16,625,571.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 81,918 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $17,006,368.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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