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Disclosery

LIGHTHOUSE FINANCIAL SERVICES INC /ADV: WM position timeline

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

LIGHTHOUSE FINANCIAL SERVICES INC /ADV held 5,231 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,231 shares
    Change vs previous 13F +58 shares

    0.25% of the 13F portfolio, value $1,172,062.

    13F-HR 0001068979-26-000004 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 5,173 shares
    Change vs previous 13F -312 shares

    0.26% of the 13F portfolio, value $1,174,850.

    13F-HR 0001068979-26-000003 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    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 5,485 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,205,082.

    13F-HR 0001068979-26-000002 filed by LIGHTHOUSE FINANCIAL SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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