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LIBERTY ONE INVESTMENT MANAGEMENT, LLC: WM position timeline

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

LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 106,662 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,662 shares
    Change vs previous 13F +5,757 shares

    2.38% of the 13F portfolio, value $23,772,725.

    13F-HR 0001398344-26-014315 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 100,905 shares
    Change vs previous 13F +11,116 shares

    2.39% of the 13F portfolio, value $23,186,995.

    13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 89,789 shares
    Change vs previous 13F -153,058 shares

    2.52% of the 13F portfolio, value $19,727,459.

    13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 242,847 shares
    Change vs previous 13F +128,602 shares

    3.01% of the 13F portfolio, value $53,615,068.

    13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 114,245 shares
    Change vs previous 13F -5,471 shares

    2.64% of the 13F portfolio, value $26,141,572.

    13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 119,716 shares
    Change vs previous 13F -4,597 shares

    2.8% of the 13F portfolio, value $27,715,405.

    13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 124,313 shares
    Change vs previous 13F -919 shares

    2.72% of the 13F portfolio, value $25,085,149.

    13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT MANAGEMENT, 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 125,232 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $25,998,260.

    13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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