Family Legacy Financial Solutions, LLC: WM position timeline

Family Legacy Financial Solutions, LLC held 8,188 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 8,188 shares

   Change vs previous 13F +238 shares

   0.97% of the 13F portfolio, value $1,669,689.

   13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
   Accepted 2026-10-07 18:15:09 UTC, ingested 2026-10-07 18:15:30 UTC

2. period ended2026-06-30

   13F 7,950 shares

   Change vs previous 13F +162 shares

   1.08% of the 13F portfolio, value $1,771,886.

   13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, LLC
   Filed 2026-07-14 (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).

3. period ended2026-03-31

   13F 7,788 shares

   Change vs previous 13F +462 shares

   1.46% of the 13F portfolio, value $1,799,095.

   13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, LLC
   Filed 2026-04-15 (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).

4. period ended2025-12-31

   13F 7,326 shares

   Change vs previous 13F -4 shares

   1.24% of the 13F portfolio, value $1,610,000.

   13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, LLC
   Filed 2026-01-20 (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).

5. period ended2025-09-30

   13F 7,330 shares

   Change vs previous 13F +539 shares

   1.24% of the 13F portfolio, value $1,618,662.

   13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, LLC
   Filed 2025-10-07 (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).

6. period ended2025-06-30

   13F 6,791 shares

   Change vs previous 13F not available

   1.32% of the 13F portfolio, value $1,553,995.

   13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
   Filed 2025-07-10 (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).