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Disclosery

Great Diamond Partners, LLC: WM position timeline

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

Great Diamond Partners, LLC held 21,460 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,460 shares
    Change vs previous 13F +268 shares

    0.82% of the 13F portfolio, value $4,783,039.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, 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 21,192 shares
    Change vs previous 13F +587 shares

    0.94% of the 13F portfolio, value $4,869,710.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, 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 20,605 shares
    Change vs previous 13F +342 shares

    0.87% of the 13F portfolio, value $4,527,125.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, 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 20,263 shares
    Change vs previous 13F +1,984 shares

    0.87% of the 13F portfolio, value $4,474,678.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, 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 18,279 shares
    Change vs previous 13F +341 shares

    0.88% of the 13F portfolio, value $4,182,601.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, 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 17,938 shares
    Change vs previous 13F -741 shares

    1.14% of the 13F portfolio, value $4,152,826.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, 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 18,679 shares
    Change vs previous 13F +42 shares

    0.97% of the 13F portfolio, value $3,769,235.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, 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 18,637 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,869,041.

    13F-HR 0001172661-24-004362 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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