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FORTE CAPITAL LLC /ADV: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORTE CAPITAL LLC /ADV on WM, newest first. How the timeline and the estimate are built.

FORTE CAPITAL LLC /ADV held 17,886 WM shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,886 shares
    Change vs previous 13F -149 shares

    0.44% of the 13F portfolio, value $4,092,660.

    13F-HR 0001140361-25-025841 filed by FORTE CAPITAL LLC /ADV
    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 18,035 shares
    Change vs previous 13F -59 shares

    0.5% of the 13F portfolio, value $4,175,243.

    13F-HR 0001140361-25-017109 filed by FORTE CAPITAL LLC /ADV
    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 18,094 shares
    Change vs previous 13F +2,938 shares

    0.41% of the 13F portfolio, value $3,651,127.

    13F-HR 0001140361-25-002814 filed by FORTE CAPITAL LLC /ADV
    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 15,156 shares
    Change vs previous 13F -140 shares

    0.36% of the 13F portfolio, value $3,146,300.

    13F-HR 0001140361-24-044741 filed by FORTE CAPITAL LLC /ADV
    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 15,296 shares
    Change vs previous 13F -269 shares

    0.39% of the 13F portfolio, value $3,263,354.

    13F-HR 0001140361-24-037007 filed by FORTE CAPITAL LLC /ADV
    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 15,565 shares
    Change vs previous 13F -485 shares

    0.41% of the 13F portfolio, value $3,317,767.

    13F-HR 0001140361-24-025841 filed by FORTE CAPITAL LLC /ADV
    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 16,050 shares
    Change vs previous 13F -1,629 shares

    0.39% of the 13F portfolio, value $2,874,618.

    13F-HR 0001140361-24-005823 filed by FORTE CAPITAL LLC /ADV
    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 17,679 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,695,012.

    13F-HR 0001398344-23-020503 filed by FORTE CAPITAL LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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