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Disclosery

Mainsail Financial Group, LLC: WM position timeline

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

Mainsail Financial Group, LLC held 5,045 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,045 shares
    Change vs previous 13F +139 shares

    0.38% of the 13F portfolio, value $1,124,506.

    13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, 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 4,906 shares
    Change vs previous 13F -42 shares

    0.47% of the 13F portfolio, value $1,127,252.

    13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, 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 4,948 shares
    Change vs previous 13F +52 shares

    0.45% of the 13F portfolio, value $1,087,150.

    13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, 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 4,896 shares
    Change vs previous 13F +139 shares

    0.46% of the 13F portfolio, value $1,081,272.

    13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, 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 4,757 shares
    Change vs previous 13F +53 shares

    0.5% of the 13F portfolio, value $1,074,233.

    13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, 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 4,704 shares
    Change vs previous 13F +285 shares

    0.62% of the 13F portfolio, value $1,089,001.

    13F-HR 0001085146-25-002107 filed by Mainsail Financial Group, 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 4,419 shares
    Change vs previous 13F -39 shares

    0.52% of the 13F portfolio, value $891,742.

    13F-HR 0001085146-25-000534 filed by Mainsail Financial Group, 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 4,458 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $946,222.

    13F-HR 0001085146-24-005059 filed by Mainsail Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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