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Disclosery

MAI Capital Management: WM position timeline

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

MAI Capital Management held 123,845 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,845 shares
    Change vs previous 13F +6,567 shares

    0.11% of the 13F portfolio, value $27,602,684.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 117,278 shares
    Change vs previous 13F +5,375 shares

    0.15% of the 13F portfolio, value $26,949,376.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 111,903 shares
    Change vs previous 13F +4,909 shares

    0.14% of the 13F portfolio, value $24,586,240.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 106,994 shares
    Change vs previous 13F +4,501 shares

    0.15% of the 13F portfolio, value $23,627,427.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 102,493 shares
    Change vs previous 13F +5,625 shares

    0.16% of the 13F portfolio, value $23,452,508.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 96,868 shares
    Change vs previous 13F +17,468 shares

    0.17% of the 13F portfolio, value $22,425,818.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 79,400 shares
    Change vs previous 13F +27,767 shares

    0.12% of the 13F portfolio, value $16,022,104.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 51,633 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,719,044.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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