D.B. Root & Company, LLC: WM position timeline

D.B. Root & Company, LLC held 1,511 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,511 shares

   Change vs previous 13F +71 shares

   0.07% of the 13F portfolio, value $336,772.

   13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,440 shares

   Change vs previous 13F -70 shares

   0.08% of the 13F portfolio, value $330,898.

   13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,510 shares

   Change vs previous 13F -85 shares

   0.08% of the 13F portfolio, value $331,762.

   13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,595 shares

   Change vs previous 13F -8 shares

   0.09% of the 13F portfolio, value $352,246.

   13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,603 shares

   Change vs previous 13F +47 shares

   0.11% of the 13F portfolio, value $366,967.

   13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,556 shares

   Change vs previous 13F +59 shares

   0.12% of the 13F portfolio, value $360,321.

   13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,497 shares

   Change vs previous 13F +25 shares

   0.1% of the 13F portfolio, value $302,090.

   13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,472 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $305,733.

   13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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