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DFPG INVESTMENTS, LLC: WM position timeline

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

DFPG INVESTMENTS, LLC held 9,297 WM shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 9,297 shares
    Change vs previous 13F +66 shares

    0.13% of the 13F portfolio, value $1,659,776.

    13F-HR 0001085146-24-000121 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 9,231 shares
    Change vs previous 13F -646 shares

    0.15% of the 13F portfolio, value $1,569,773.

    13F-HR 0001085146-23-004278 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 9,877 shares
    Change vs previous 13F +2,372 shares

    0.15% of the 13F portfolio, value $1,646,552.

    13F-HR 0001085146-23-002878 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 7,505 shares
    Change vs previous 13F +4,772 shares

    0.13% of the 13F portfolio, value $1,224,662.

    13F-HR 0001085146-23-001603 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 2,733 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $429,030.

    13F-HR 0001085146-23-000578 filed by DFPG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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