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Disclosery

DAVIDSON TRUST CO: WM position timeline

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

DAVIDSON TRUST CO held 2,188 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,188 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $446,177.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,188 shares
    Change vs previous 13F +212 shares

    0.19% of the 13F portfolio, value $487,661.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,976 shares
    Change vs previous 13F +772 shares

    0.2% of the 13F portfolio, value $454,065.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,204 shares
    Change vs previous 13F +216 shares

    0.11% of the 13F portfolio, value $264,531.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 988 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $218,180.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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