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LMCG INVESTMENTS, LLC: WM position timeline

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

LMCG INVESTMENTS, LLC held 69,790 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,790 shares
    Change vs previous 13F +3,679 shares

    0.83% of the 13F portfolio, value $15,554,795.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 66,111 shares
    Change vs previous 13F +36,379 shares

    0.9% of the 13F portfolio, value $15,191,647.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 29,732 shares
    Change vs previous 13F +19,416 shares

    0.37% of the 13F portfolio, value $6,532,418.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 10,316 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,278,082.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 10,316 shares
    Change vs previous 13F +163 shares

    0.15% of the 13F portfolio, value $2,360,507.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 10,153 shares
    Change vs previous 13F -88 shares

    0.16% of the 13F portfolio, value $2,350,521.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 10,241 shares
    Change vs previous 13F -242 shares

    0.13% of the 13F portfolio, value $2,066,531.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 10,483 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,176,271.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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