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KAVAR CAPITAL PARTNERS GROUP, LLC: WM position timeline

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

KAVAR CAPITAL PARTNERS GROUP, LLC held 14,207 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,207 shares
    Change vs previous 13F +4,803 shares

    0.39% of the 13F portfolio, value $3,166,471.

    13F-HR 0001725547-26-000239 filed by KAVAR CAPITAL PARTNERS GROUP, 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 9,404 shares
    Change vs previous 13F -146 shares

    0.27% of the 13F portfolio, value $2,160,953.

    13F-HR 0001725547-26-000140 filed by KAVAR CAPITAL PARTNERS GROUP, 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 9,550 shares
    Change vs previous 13F +364 shares

    0.29% of the 13F portfolio, value $2,098,231.

    13F-HR 0001725547-26-000033 filed by KAVAR CAPITAL PARTNERS GROUP, 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 9,186 shares
    Change vs previous 13F +1,642 shares

    0.27% of the 13F portfolio, value $2,028,544.

    13F-HR 0001725547-25-004118 filed by KAVAR CAPITAL PARTNERS GROUP, 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 7,544 shares
    Change vs previous 13F +1,705 shares

    0.25% of the 13F portfolio, value $1,726,218.

    13F-HR 0001725547-25-003454 filed by KAVAR CAPITAL PARTNERS GROUP, 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 5,839 shares
    Change vs previous 13F +478 shares

    0.23% of the 13F portfolio, value $1,351,787.

    13F-HR 0001725547-25-001451 filed by KAVAR CAPITAL PARTNERS GROUP, 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 5,361 shares
    Change vs previous 13F +1,559 shares

    0.18% of the 13F portfolio, value $1,081,796.

    13F-HR 0001725547-25-000149 filed by KAVAR CAPITAL PARTNERS GROUP, 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 3,802 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $789,295.

    13F-HR 0001725547-24-006014 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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