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Disclosery

Henderson Brothers Financial Partners, LLC: WM position timeline

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

Henderson Brothers Financial Partners, LLC held 1,189 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,189 shares
    Change vs previous 13F -966 shares

    0.13% of the 13F portfolio, value $265,039.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial 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 2,155 shares
    Change vs previous 13F +1,113 shares

    0.13% of the 13F portfolio, value $495,257.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial 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 ended2025-03-31
    13F 1,042 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $228,964.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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