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Frank, Rimerman Advisors LLC: WM position timeline

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

Frank, Rimerman Advisors LLC held 6,338 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,338 shares
    Change vs previous 13F -88 shares

    0.08% of the 13F portfolio, value $1,412,613.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman Advisors LLC
    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 6,426 shares
    Change vs previous 13F +144 shares

    0.1% of the 13F portfolio, value $1,476,631.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman Advisors LLC
    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 6,282 shares
    Change vs previous 13F +3,677 shares

    0.09% of the 13F portfolio, value $1,380,219.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors LLC
    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 2,605 shares
    Change vs previous 13F -1,439 shares

    0.04% of the 13F portfolio, value $575,262.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman Advisors LLC
    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 4,044 shares
    Change vs previous 13F +946 shares

    0.06% of the 13F portfolio, value $925,348.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman Advisors LLC
    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 3,098 shares
    Change vs previous 13F +83 shares

    0.06% of the 13F portfolio, value $717,218.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman Advisors LLC
    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 3,015 shares
    Change vs previous 13F -4,818 shares

    0.04% of the 13F portfolio, value $608,397.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman Advisors LLC
    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 7,833 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,626,131.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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