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HM Capital Management, LLC: WM position timeline

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

HM Capital Management, LLC held 1,375 WM shares at 2022-09-30 per its 13F-HR filed 2022-11-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 1,375 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $220,000.

    13F-HR 0001085146-22-003805 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 1,375 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $210,000.

    13F-HR 0001085146-22-002883 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 1,375 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $218,000.

    13F-HR 0001085146-22-001997 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 1,375 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $229,000.

    13F-HR 0001085146-22-000413 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 1,375 shares
    Change vs previous 13F +1,375 shares

    0.09% of the 13F portfolio, value $205,000.

    13F-HR 0001085146-21-002887 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 0 shares
    Change vs previous 13F -1,728 shares

    13F-HR 0001085146-21-001337 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2020-12-31
    13F 1,728 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $204,000.

    13F-HR 0001085146-21-000191 filed by HM Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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