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Disclosery

Moreno Evelyn V: WM position timeline

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

Moreno Evelyn V held 19,116 WM shares at 2023-12-31 per its 13F-HR filed 2024-02-09.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 19,116 shares
    Change vs previous 13F -28,373 shares

    1.62% of the 13F portfolio, value $3,423,676.

    13F-HR 0001324022-24-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 47,489 shares
    Change vs previous 13F +2,806 shares

    1.58% of the 13F portfolio, value $7,239,223.

    13F-HR 0001324022-23-000008 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 44,683 shares
    Change vs previous 13F -1,253 shares

    1.65% of the 13F portfolio, value $7,748,926.

    13F-HR 0001324022-23-000005 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F/A 45,936 shares
    Change vs previous 13F -1,142 shares

    1.7% of the 13F portfolio, value $7,495,377.

    13F-HR/A 0001598011-23-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 47,078 shares
    Change vs previous 13F +22,074 shares

    1.71% of the 13F portfolio, value $7,385,597.

    13F-HR 0001598011-23-000001 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 25,004 shares
    Change vs previous 13F -38,339 shares

    1.81% of the 13F portfolio, value $4,006,000.

    13F-HR 0001324022-22-000006 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 63,343 shares
    Change vs previous 13F -3,540 shares

    2.26% of the 13F portfolio, value $9,690,000.

    13F-HR 0001598011-22-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 66,883 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $10,601,000.

    13F-HR 0001598011-22-000002 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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