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KENNEDY INVESTMENT GROUP, INC.: WM position timeline

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

KENNEDY INVESTMENT GROUP, INC. held 4,294 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,294 shares
    Change vs previous 13F -14 shares

    0.32% of the 13F portfolio, value $957,147.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,308 shares
    Change vs previous 13F -20 shares

    0.39% of the 13F portfolio, value $990,000.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,328 shares
    Change vs previous 13F +129 shares

    0.36% of the 13F portfolio, value $950,847.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,199 shares
    Change vs previous 13F +128 shares

    0.37% of the 13F portfolio, value $927,208.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,071 shares
    Change vs previous 13F -2 shares

    0.4% of the 13F portfolio, value $931,549.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,073 shares
    Change vs previous 13F -18 shares

    0.44% of the 13F portfolio, value $942,980.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,091 shares
    Change vs previous 13F -22 shares

    0.37% of the 13F portfolio, value $825,423.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,113 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $853,767.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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