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Disclosery

First National Trust Co: WM position timeline

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

First National Trust Co held 16,693 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,693 shares
    Change vs previous 13F -2,437 shares

    0.13% of the 13F portfolio, value $3,720,535.

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    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 19,130 shares
    Change vs previous 13F -11,856 shares

    0.15% of the 13F portfolio, value $4,395,881.

    13F-HR 0001193125-26-210882 filed by First National Trust Co
    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 30,986 shares
    Change vs previous 13F -1,021 shares

    0.23% of the 13F portfolio, value $6,807,933.

    13F-HR 0001193125-26-042071 filed by First National Trust Co
    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 32,007 shares
    Change vs previous 13F -2,816 shares

    0.24% of the 13F portfolio, value $7,068,105.

    13F-HR 0001193125-25-268273 filed by First National Trust Co
    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 34,823 shares
    Change vs previous 13F -622 shares

    0.3% of the 13F portfolio, value $7,968,198.

    13F-HR 0000950123-25-006904 filed by First National Trust Co
    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 35,445 shares
    Change vs previous 13F -3,755 shares

    0.33% of the 13F portfolio, value $8,205,871.

    13F-HR 0000950123-25-004260 filed by First National Trust Co
    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 39,200 shares
    Change vs previous 13F -2,538 shares

    0.3% of the 13F portfolio, value $7,910,167.

    13F-HR 0000950123-25-001359 filed by First National Trust Co
    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 41,738 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,664,808.

    13F-HR 0000950123-24-010352 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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