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Guerra Advisors Inc: WM position timeline

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

Guerra Advisors Inc held 9,037 WM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,037 shares
    Change vs previous 13F +3,371 shares

    0.74% of the 13F portfolio, value $1,995,742.

    13F-HR 0002055363-25-000003 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,666 shares
    Change vs previous 13F +991 shares

    0.61% of the 13F portfolio, value $1,296,395.

    13F-HR 0001667731-25-001100 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,675 shares
    Change vs previous 13F +2,185 shares

    0.61% of the 13F portfolio, value $1,082,249.

    13F-HR 0001667731-25-000530 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,490 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $502,457.

    13F-HR 0001667731-25-000268 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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