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Detalus Advisors, LLC: WM position timeline

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

Detalus Advisors, LLC held 5,381 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,381 shares
    Change vs previous 13F -136 shares

    0.23% of the 13F portfolio, value $1,199,404.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 5,517 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $1,267,712.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, 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 5,513 shares
    Change vs previous 13F -72 shares

    0.3% of the 13F portfolio, value $1,211,250.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, 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 5,585 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $1,233,278.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, 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 5,581 shares
    Change vs previous 13F -71 shares

    0.37% of the 13F portfolio, value $1,277,029.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, 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 5,652 shares
    Change vs previous 13F +3 shares

    0.41% of the 13F portfolio, value $1,308,586.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, 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 5,649 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $1,139,869.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, 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 5,645 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,171,928.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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