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HighPoint Advisor Group LLC: WM position timeline

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

HighPoint Advisor Group LLC held 16,844 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,844 shares
    Change vs previous 13F +3,144 shares

    0.13% of the 13F portfolio, value $3,754,194.

    13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group 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 13,700 shares
    Change vs previous 13F -52,073 shares

    0.13% of the 13F portfolio, value $3,148,196.

    13F-HR 0001616034-26-000004 filed by HighPoint Advisor 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 ended2025-12-31
    13F/A 65,773 shares
    Change vs previous 13F +15,204 shares

    0.32% of the 13F portfolio, value $14,450,925.

    13F-HR 0001616034-26-000001 filed by HighPoint Advisor 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 ended2025-09-30
    13F 50,569 shares
    Change vs previous 13F +3,036 shares

    0.53% of the 13F portfolio, value $11,167,209.

    13F-HR 0001616034-25-000010 filed by HighPoint Advisor 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 ended2025-06-30
    13F 47,533 shares
    Change vs previous 13F +370 shares

    0.58% of the 13F portfolio, value $10,876,521.

    13F-HR 0001616034-25-000008 filed by HighPoint Advisor 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 ended2025-03-31
    13F 47,163 shares
    Change vs previous 13F +909 shares

    0.63% of the 13F portfolio, value $10,790,984.

    13F-HR 0001616034-25-000006 filed by HighPoint Advisor 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 ended2024-12-31
    13F 46,254 shares
    Change vs previous 13F -134 shares

    0.57% of the 13F portfolio, value $10,488,010.

    13F-HR 0001616034-25-000003 filed by HighPoint Advisor 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 ended2024-09-30
    13F 46,388 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $9,926,591.

    13F-HR 0001616034-24-000009 filed by HighPoint Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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