Skip to content
Disclosery

Financial Management, Inc.: WM position timeline

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

Financial Management, Inc. held 7,661 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,661 shares
    Change vs previous 13F -173 shares

    1.4% of the 13F portfolio, value $1,707,503.

    13F-HR 0002143070-26-000003 filed by Financial Management, Inc.
    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 7,834 shares
    Change vs previous 13F +32 shares

    1.69% of the 13F portfolio, value $1,800,287.

    13F-HR 0002143070-26-000002 filed by Financial Management, Inc.
    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 7,802 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,714,188.

    13F-HR 0002143070-26-000001 filed by Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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