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Disclosery

IMS Capital Management: WM position timeline

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

IMS Capital Management held 2,296 WM shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,296 shares
    Change vs previous 13F -1,125 shares

    0.23% of the 13F portfolio, value $507,076.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    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 3,421 shares
    Change vs previous 13F -567 shares

    0.37% of the 13F portfolio, value $782,793.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    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 3,988 shares
    Change vs previous 13F -462 shares

    0.47% of the 13F portfolio, value $923,166.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    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 4,450 shares
    Change vs previous 13F +3 shares

    0.42% of the 13F portfolio, value $897,989.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,447 shares
    Change vs previous 13F +102 shares

    0.41% of the 13F portfolio, value $923,264.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,345 shares
    Change vs previous 13F +3 shares

    0.42% of the 13F portfolio, value $904,101.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,342 shares
    Change vs previous 13F -146 shares

    0.43% of the 13F portfolio, value $925,458.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,488 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $803,825.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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