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JERICHO FINANCIAL, LLP: WM position timeline

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

JERICHO FINANCIAL, LLP held 29,189 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,189 shares
    Change vs previous 13F +5,364 shares

    3.37% of the 13F portfolio, value $6,505,663.

    13F-HR 0001941040-26-000584 filed by JERICHO FINANCIAL, LLP
    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 23,825 shares
    Change vs previous 13F -1,068 shares

    3.45% of the 13F portfolio, value $5,474,716.

    13F-HR 0001941040-26-000282 filed by JERICHO FINANCIAL, LLP
    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 24,893 shares
    Change vs previous 13F +860 shares

    3.29% of the 13F portfolio, value $5,469,168.

    13F-HR 0001941040-26-000037 filed by JERICHO FINANCIAL, LLP
    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 24,033 shares
    Change vs previous 13F +760 shares

    3.22% of the 13F portfolio, value $5,307,298.

    13F-HR 0001941040-25-000578 filed by JERICHO FINANCIAL, LLP
    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 23,273 shares
    Change vs previous 13F -467 shares

    3.51% of the 13F portfolio, value $5,325,220.

    13F-HR 0001941040-25-000399 filed by JERICHO FINANCIAL, LLP
    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 23,740 shares
    Change vs previous 13F +1,881 shares

    3.99% of the 13F portfolio, value $5,496,152.

    13F-HR 0001941040-25-000224 filed by JERICHO FINANCIAL, LLP
    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 21,859 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $4,410,901.

    13F-HR 0001941040-25-000033 filed by JERICHO FINANCIAL, LLP
    Filed (acceptance time not in the bulk data set), ingested

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