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Disclosery

DAVENPORT & Co LLC: WM position timeline

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

DAVENPORT & Co LLC held 56,953 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,953 shares
    Change vs previous 13F -4,917 shares

    0.06% of the 13F portfolio, value $12,693,717.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    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 61,870 shares
    Change vs previous 13F -1,048 shares

    0.08% of the 13F portfolio, value $14,217,080.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 62,918 shares
    Change vs previous 13F -1,121 shares

    0.07% of the 13F portfolio, value $13,823,757.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 64,039 shares
    Change vs previous 13F +11,285 shares

    0.08% of the 13F portfolio, value $14,141,624.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 52,754 shares
    Change vs previous 13F +16,750 shares

    0.07% of the 13F portfolio, value $12,071,244.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    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 36,004 shares
    Change vs previous 13F +2,001 shares

    0.05% of the 13F portfolio, value $8,335,385.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,003 shares
    Change vs previous 13F +672 shares

    0.04% of the 13F portfolio, value $6,861,417.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    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 33,331 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,919,536.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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