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Disclosery

LADENBURG THALMANN FINANCIAL SERVICES INC.: WM position timeline

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

LADENBURG THALMANN FINANCIAL SERVICES INC. held 353,727 WM shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 353,727 shares
    Change vs previous 13F +2,417 shares

    0.25% of the 13F portfolio, value $39,859,000.

    13F-HR 0001493152-20-002502 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 351,310 shares
    Change vs previous 13F +9,726 shares

    0.28% of the 13F portfolio, value $40,399,000.

    13F-HR 0001493152-19-017222 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 341,584 shares
    Change vs previous 13F -14,117 shares

    0.28% of the 13F portfolio, value $39,414,000.

    13F-HR 0001493152-19-012740 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 355,701 shares
    Change vs previous 13F +38,000 shares

    0.28% of the 13F portfolio, value $36,962,000.

    13F-HR 0001493152-19-007440 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 317,701 shares
    Change vs previous 13F +15,637 shares

    0.25% of the 13F portfolio, value $28,273,000.

    13F-HR 0001493152-19-002095 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 302,064 shares
    Change vs previous 13F +5,436 shares

    0.23% of the 13F portfolio, value $27,292,000.

    13F-HR 0001493152-18-016044 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 296,628 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $24,948,000.

    13F-HR 0001493152-18-012070 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 296,628 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $24,948,000.

    13F-HR 0001493152-18-007142 filed by LADENBURG THALMANN FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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