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First Affirmative Financial Network: WM position timeline

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

First Affirmative Financial Network held 1,234 WM shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 1,234 shares
    Change vs previous 13F -114 shares

    0.11% of the 13F portfolio, value $283,633.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,348 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $297,594.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,308 shares
    Change vs previous 13F -310 shares

    0.15% of the 13F portfolio, value $299,308.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,618 shares
    Change vs previous 13F -370 shares

    0.23% of the 13F portfolio, value $374,609.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,988 shares
    Change vs previous 13F +158 shares

    0.23% of the 13F portfolio, value $401,184.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,830 shares
    Change vs previous 13F -461 shares

    0.21% of the 13F portfolio, value $379,815.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 2,291 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $488,798.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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