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Disclosery

Fiduciary Alliance LLC: WM position timeline

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

Fiduciary Alliance LLC held 7,313 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,313 shares
    Change vs previous 13F -91 shares

    0.11% of the 13F portfolio, value $1,629,973.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 7,404 shares
    Change vs previous 13F -506 shares

    0.1% of the 13F portfolio, value $1,665,340.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    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 7,910 shares
    Change vs previous 13F -49 shares

    0.11% of the 13F portfolio, value $1,737,832.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    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 7,959 shares
    Change vs previous 13F -17 shares

    0.12% of the 13F portfolio, value $1,757,522.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    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 7,976 shares
    Change vs previous 13F +91 shares

    0.14% of the 13F portfolio, value $1,825,018.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 7,885 shares
    Change vs previous 13F -522 shares

    0.18% of the 13F portfolio, value $1,825,434.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 8,407 shares
    Change vs previous 13F +6,417 shares

    0.17% of the 13F portfolio, value $1,696,480.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,990 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $413,025.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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