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Disclosery

DNCA FINANCE: WM position timeline

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

DNCA FINANCE held 4,460 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 4,460 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $994,045.

    13F-HR 0001104659-26-095886 filed by DNCA FINANCE
    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 4,720 shares
    Change vs previous 13F -732 shares

    0.06% of the 13F portfolio, value $1,084,609.

    13F-HR 0001104659-26-061156 filed by DNCA FINANCE
    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 5,452 shares
    Change vs previous 13F -2,148 shares

    0.07% of the 13F portfolio, value $1,197,859.

    13F-HR 0001104659-26-015188 filed by DNCA FINANCE
    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 7,600 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,678,308.

    13F-HR 0001104659-25-111998 filed by DNCA FINANCE
    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 7,600 shares
    Change vs previous 13F -19,300 shares

    0.13% of the 13F portfolio, value $1,739,032.

    13F-HR 0001104659-25-077566 filed by DNCA FINANCE
    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 26,900 shares
    Change vs previous 13F -1,100 shares

    0.52% of the 13F portfolio, value $6,227,619.

    13F-HR 0001104659-25-048505 filed by DNCA FINANCE
    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 28,000 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,650,120.

    13F-HR 0001104659-25-012925 filed by DNCA FINANCE
    Filed (acceptance time not in the bulk data set), ingested

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