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Disclosery

Lakeside Advisors, INC.: WM position timeline

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

Lakeside Advisors, INC. held 17,986 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,986 shares
    Change vs previous 13F -349 shares

    2.52% of the 13F portfolio, value $4,008,803.

    13F-HR 0001398344-26-013229 filed by Lakeside Advisors, 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 18,335 shares
    Change vs previous 13F 0 shares

    2.81% of the 13F portfolio, value $4,213,311.

    13F-HR 0001398344-26-007982 filed by Lakeside Advisors, 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 18,335 shares
    Change vs previous 13F -19 shares

    2.58% of the 13F portfolio, value $4,028,301.

    13F-HR 0001398344-26-001342 filed by Lakeside Advisors, 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 18,354 shares
    Change vs previous 13F -499 shares

    2.56% of the 13F portfolio, value $4,053,083.

    13F-HR 0001398344-25-019840 filed by Lakeside Advisors, 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 18,853 shares
    Change vs previous 13F -729 shares

    2.78% of the 13F portfolio, value $4,313,966.

    13F-HR 0001398344-25-013651 filed by Lakeside Advisors, 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 19,582 shares
    Change vs previous 13F -300 shares

    3% of the 13F portfolio, value $4,533,520.

    13F-HR 0001398344-25-008109 filed by Lakeside Advisors, 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 19,882 shares
    Change vs previous 13F -299 shares

    2.65% of the 13F portfolio, value $4,011,923.

    13F-HR 0001398344-25-001658 filed by Lakeside Advisors, 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 20,181 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $4,189,563.

    13F-HR 0001398344-24-019564 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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