Skip to content
Disclosery

MOTCO: WM position timeline

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

MOTCO held 52,109 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,109 shares
    Change vs previous 13F +464 shares

    0.99% of the 13F portfolio, value $11,614,054.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 51,645 shares
    Change vs previous 13F +641 shares

    1.1% of the 13F portfolio, value $11,867,505.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 51,004 shares
    Change vs previous 13F +414 shares

    1.02% of the 13F portfolio, value $11,206,089.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 50,590 shares
    Change vs previous 13F +660 shares

    1.02% of the 13F portfolio, value $11,171,790.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 49,930 shares
    Change vs previous 13F +827 shares

    1.09% of the 13F portfolio, value $11,441,959.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 49,103 shares
    Change vs previous 13F +50 shares

    1.2% of the 13F portfolio, value $11,367,836.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 49,053 shares
    Change vs previous 13F -1,252 shares

    1.02% of the 13F portfolio, value $9,898,405.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 50,305 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $10,443,318.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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