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Disclosery

KARPAS STRATEGIES, LLC: WM position timeline

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

KARPAS STRATEGIES, LLC held 8,804 WM shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 8,804 shares
    Change vs previous 13F +20 shares

    0.59% of the 13F portfolio, value $1,878,343.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 8,784 shares
    Change vs previous 13F +19 shares

    0.58% of the 13F portfolio, value $1,872,390.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 8,765 shares
    Change vs previous 13F -493 shares

    0.52% of the 13F portfolio, value $1,569,761.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 9,258 shares
    Change vs previous 13F -178 shares

    0.52% of the 13F portfolio, value $1,411,267.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 9,436 shares
    Change vs previous 13F +26 shares

    0.55% of the 13F portfolio, value $1,636,406.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 9,410 shares
    Change vs previous 13F -292 shares

    0.54% of the 13F portfolio, value $1,535,398.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 9,702 shares
    Change vs previous 13F -350 shares

    0.53% of the 13F portfolio, value $1,522,042.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 10,052 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,610,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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