Formidable Asset Management, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Formidable Asset Management, LLC on WM, newest first. How the timeline and the estimate are built.
Formidable Asset Management, LLC held 2,317 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,317 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $532,423.
13F-HR 0001592613-26-000003 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,317 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $509,068.
13F-HR 0001592613-26-000002 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,317 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $511,663.
13F-HR 0001592613-26-000001 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,317 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $530,176.
13F-HR 0001592613-25-000008 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,317 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $536,409.
13F-HR 0001592613-25-000004 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,317 sharesChange vs previous 13F +45 shares
0.09% of the 13F portfolio, value $536,409.
13F-HR 0001592613-25-000002 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,272 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $458,467.
13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,272 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $471,667.
13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).