Douglass Winthrop Advisors, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Douglass Winthrop Advisors, LLC on WM, newest first. How the timeline and the estimate are built.
Douglass Winthrop Advisors, LLC held 44,409 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 44,409 sharesChange vs previous 13F -172 shares
0.17% of the 13F portfolio, value $9,897,845.
13F-HR 0001308527-26-000003 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,581 sharesChange vs previous 13F +1,344 shares
0.19% of the 13F portfolio, value $10,244,196.
13F-HR 0001308527-26-000002 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,237 sharesChange vs previous 13F +1,017 shares
0.17% of the 13F portfolio, value $9,499,498.
13F-HR 0001308527-26-000001 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 42,220 sharesChange vs previous 13F -328 shares
0.16% of the 13F portfolio, value $9,323,528.
13F-HR 0001308527-25-000007 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 42,548 sharesChange vs previous 13F -1,398 shares
0.18% of the 13F portfolio, value $9,735,890.
13F-HR 0001308527-25-000004 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,946 sharesChange vs previous 13F +197 shares
0.19% of the 13F portfolio, value $10,173,966.
13F-HR 0001308527-25-000003 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,749 sharesChange vs previous 13F -350 shares
0.17% of the 13F portfolio, value $8,828,108.
13F-HR 0001308527-25-000002 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,099 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $9,154,921.
13F-HR 0001308527-24-000009 filed by Douglass Winthrop Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).