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Mine & Arao Wealth Creation & Management, LLC.: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mine & Arao Wealth Creation & Management, LLC. on WM, newest first. How the timeline and the estimate are built.

Mine & Arao Wealth Creation & Management, LLC. held 5,723 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,723 shares
    Change vs previous 13F +442 shares

    0.46% of the 13F portfolio, value $1,275,638.

    13F-HR 0002085853-26-000829 filed by Mine & Arao Wealth Creation & Management, 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 5,281 shares
    Change vs previous 13F +252 shares

    0.51% of the 13F portfolio, value $1,213,623.

    13F-HR 0002085853-26-000537 filed by Mine & Arao Wealth Creation & Management, 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 5,029 shares
    Change vs previous 13F +710 shares

    0.43% of the 13F portfolio, value $1,104,998.

    13F-HR 0002085853-26-000097 filed by Mine & Arao Wealth Creation & Management, 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 4,319 shares
    Change vs previous 13F +506 shares

    0.39% of the 13F portfolio, value $953,731.

    13F-HR 0002085853-25-000152 filed by Mine & Arao Wealth Creation & Management, 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 3,813 shares
    Change vs previous 13F +284 shares

    0.39% of the 13F portfolio, value $872,589.

    13F-HR 0001667731-25-000998 filed by Mine & Arao Wealth Creation & Management, 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 3,529 shares
    Change vs previous 13F -303 shares

    0.4% of the 13F portfolio, value $817,055.

    13F-HR 0001667731-25-000575 filed by Mine & Arao Wealth Creation & Management, 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 3,832 shares
    Change vs previous 13F +1,348 shares

    0.35% of the 13F portfolio, value $773,209.

    13F-HR 0001667731-25-000103 filed by Mine & Arao Wealth Creation & Management, 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 2,484 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $515,635.

    13F-HR 0001802994-24-000002 filed by Mine & Arao Wealth Creation & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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