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NEOS Investment Management LLC: WM position timeline

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

NEOS Investment Management LLC held 60,627 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,627 shares
    Change vs previous 13F +7,601 shares

    0.05% of the 13F portfolio, value $13,512,546.

    13F-HR 0001172661-26-003274 filed by NEOS Investment 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 53,026 shares
    Change vs previous 13F +3,443 shares

    0.06% of the 13F portfolio, value $12,184,845.

    13F-HR 0001172661-26-002245 filed by NEOS Investment 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 49,583 shares
    Change vs previous 13F +1,149 shares

    0.06% of the 13F portfolio, value $10,893,881.

    13F-HR 0001172661-26-001028 filed by NEOS Investment 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 48,434 shares
    Change vs previous 13F +15,233 shares

    0.08% of the 13F portfolio, value $10,695,681.

    13F-HR 0001172661-25-004623 filed by NEOS Investment 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 33,201 shares
    Change vs previous 13F +7,132 shares

    0.09% of the 13F portfolio, value $7,597,053.

    13F-HR 0001172661-25-003105 filed by NEOS Investment 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 26,069 shares
    Change vs previous 13F +5,009 shares

    0.11% of the 13F portfolio, value $6,035,234.

    13F-HR 0001172661-25-001962 filed by NEOS Investment 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 21,060 shares
    Change vs previous 13F +4,976 shares

    0.1% of the 13F portfolio, value $4,249,697.

    13F-HR 0001172661-25-000673 filed by NEOS Investment 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 16,084 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,339,038.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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