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First Horizon Advisors, Inc.: WM position timeline

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

First Horizon Advisors, Inc. held 51,408 WM shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 51,408 shares
    Change vs previous 13F -56 shares

    0.31% of the 13F portfolio, value $11,763,237.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 51,464 shares
    Change vs previous 13F -2,789 shares

    0.34% of the 13F portfolio, value $11,914,789.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,253 shares
    Change vs previous 13F +563 shares

    0.31% of the 13F portfolio, value $10,948,056.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 53,690 shares
    Change vs previous 13F +462 shares

    0.31% of the 13F portfolio, value $11,146,385.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 53,228 shares
    Change vs previous 13F -2,032 shares

    0.35% of the 13F portfolio, value $11,355,954.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 55,260 shares
    Change vs previous 13F +2,447 shares

    0.36% of the 13F portfolio, value $11,778,915.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 52,813 shares
    Change vs previous 13F +2,886 shares

    0.31% of the 13F portfolio, value $9,459,041.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 49,927 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,610,907.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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