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Disclosery

Monument Capital Management: WM position timeline

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

Monument Capital Management held 5,013 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,013 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $1,022,298.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,987 shares
    Change vs previous 13F -19 shares

    0.22% of the 13F portfolio, value $1,111,554.

    13F-HR 0001729428-26-000005 filed by Monument 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 ended2026-03-31
    13F 5,006 shares
    Change vs previous 13F -123 shares

    0.29% of the 13F portfolio, value $1,150,382.

    13F-HR 0001729428-26-000003 filed by Monument 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 ended2025-12-31
    13F 5,129 shares
    Change vs previous 13F -30 shares

    0.28% of the 13F portfolio, value $1,126,943.

    13F-HR 0001729428-26-000001 filed by Monument 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 ended2025-09-30
    13F 5,159 shares
    Change vs previous 13F -434 shares

    0.28% of the 13F portfolio, value $1,139,313.

    13F-HR 0001729428-25-000010 filed by Monument 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 ended2025-06-30
    13F 5,593 shares
    Change vs previous 13F +145 shares

    0.33% of the 13F portfolio, value $1,279,687.

    13F-HR 0001729428-25-000008 filed by Monument 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 ended2025-03-31
    13F 5,448 shares
    Change vs previous 13F -126 shares

    0.39% of the 13F portfolio, value $1,261,162.

    13F-HR 0001729428-25-000002 filed by Monument 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 ended2024-12-31
    13F 5,574 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,124,687.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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