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Disclosery

INVESTMENT HOUSE LLC: WM position timeline

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

INVESTMENT HOUSE LLC held 130,596 WM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 130,596 shares
    Change vs previous 13F -687 shares

    1.32% of the 13F portfolio, value $29,107,162.

    13F-HR/A 0001398344-26-013195 filed by INVESTMENT HOUSE 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 131,283 shares
    Change vs previous 13F -685 shares

    1.57% of the 13F portfolio, value $30,167,444.

    13F-HR 0001398344-26-007561 filed by INVESTMENT HOUSE 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 131,968 shares
    Change vs previous 13F -2,033 shares

    1.38% of the 13F portfolio, value $28,994,616.

    13F-HR 0001398344-26-002352 filed by INVESTMENT HOUSE 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 134,001 shares
    Change vs previous 13F -445 shares

    1.4% of the 13F portfolio, value $29,591,368.

    13F-HR 0001398344-25-020085 filed by INVESTMENT HOUSE 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 134,446 shares
    Change vs previous 13F -669 shares

    1.56% of the 13F portfolio, value $30,763,858.

    13F-HR 0001398344-25-015489 filed by INVESTMENT HOUSE 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 135,115 shares
    Change vs previous 13F +330 shares

    1.78% of the 13F portfolio, value $31,280,397.

    13F-HR 0001398344-25-008970 filed by INVESTMENT HOUSE 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 134,785 shares
    Change vs previous 13F +297 shares

    1.48% of the 13F portfolio, value $27,198,198.

    13F-HR 0001398344-25-002354 filed by INVESTMENT HOUSE 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 134,488 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $27,919,709.

    13F-HR 0001398344-24-020161 filed by INVESTMENT HOUSE LLC
    Filed (acceptance time not in the bulk data set), ingested

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