Drake & Associates, LLC: WM position timeline

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

Drake & Associates, LLC held 4,016 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 4,016 shares
Change vs previous 13F +2,525 shares
0.15% of the 13F portfolio, value $895,086.
13F-HR 0001935795-26-000003 filed by Drake & Associates, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,491 shares
Change vs previous 13F -347 shares
0.07% of the 13F portfolio, value $342,617.
13F-HR 0001935795-26-000002 filed by Drake & Associates, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,838 shares
Change vs previous 13F -318 shares
0.08% of the 13F portfolio, value $403,827.
13F-HR 0001935795-26-000001 filed by Drake & Associates, LLC
Filed 2026-02-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,156 shares
Change vs previous 13F -201 shares
0.09% of the 13F portfolio, value $432,326.
13F-HR 0001935795-25-000008 filed by Drake & Associates, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,357 shares
Change vs previous 13F +194 shares
0.13% of the 13F portfolio, value $539,245.
13F-HR 0001935795-25-000003 filed by Drake & Associates, LLC
Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,163 shares
Change vs previous 13F +484 shares
0.14% of the 13F portfolio, value $500,865.
13F-HR 0001935795-25-000002 filed by Drake & Associates, LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,679 shares
Change vs previous 13F -111 shares
0.11% of the 13F portfolio, value $377,682.
13F-HR 0001935795-25-000001 filed by Drake & Associates, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,790 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $371,614.
13F-HR 0001935795-24-000004 filed by Drake & Associates, LLC
Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).