LYNCH & ASSOCIATES/IN: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on WM, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 3,370 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 3,370 shares
Change vs previous 13F +150 shares
0.13% of the 13F portfolio, value $751,106.
13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,220 shares
Change vs previous 13F +178 shares
0.14% of the 13F portfolio, value $739,924.
13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,042 shares
Change vs previous 13F -44 shares
0.13% of the 13F portfolio, value $668,358.
13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,086 shares
Change vs previous 13F +6 shares
0.13% of the 13F portfolio, value $681,481.
13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,080 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $704,766.
13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).