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Factor Wealth Management LTD: WM position timeline

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

Factor Wealth Management LTD held 0 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -2,458 shares

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 2,458 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $547,839.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,458 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $564,824.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,458 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $540,047.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,458 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $542,800.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,458 shares
    Change vs previous 13F -2 shares

    0.15% of the 13F portfolio, value $562,440.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,460 shares
    Change vs previous 13F -21 shares

    0.17% of the 13F portfolio, value $569,515.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,481 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $500,641.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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