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Disclosery

Guardian Capital, LLC: WM position timeline

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

Guardian Capital, LLC held 5,955 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,955 shares
    Change vs previous 13F -1,611 shares

    1.09% of the 13F portfolio, value $1,327,172.

    13F-HR 0002083963-26-000007 filed by Guardian Capital, 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 7,566 shares
    Change vs previous 13F -3,052 shares

    1.66% of the 13F portfolio, value $1,738,535.

    13F-HR 0002083963-26-000005 filed by Guardian Capital, 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 10,618 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,332,891.

    13F-HR 0002083963-26-000003 filed by Guardian Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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