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Disclosery

HF Advisory Group, LLC: WM position timeline

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

HF Advisory Group, LLC held 4,190 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,190 shares
    Change vs previous 13F -56 shares

    0.25% of the 13F portfolio, value $854,479.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,246 shares
    Change vs previous 13F +254 shares

    0.29% of the 13F portfolio, value $946,482.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,992 shares
    Change vs previous 13F +78 shares

    0.31% of the 13F portfolio, value $917,425.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 3,914 shares
    Change vs previous 13F +250 shares

    0.3% of the 13F portfolio, value $860,008.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,664 shares
    Change vs previous 13F +86 shares

    0.3% of the 13F portfolio, value $809,104.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,578 shares
    Change vs previous 13F -220 shares

    0.32% of the 13F portfolio, value $818,631.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,798 shares
    Change vs previous 13F -69 shares

    0.38% of the 13F portfolio, value $879,121.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,867 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $780,346.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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