Skip to content
Disclosery

Northeast Financial Consultants Inc: WM position timeline

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

Northeast Financial Consultants Inc held 33,393 WM shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 33,393 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $7,640,955.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 33,393 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $7,730,782.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 33,393 shares
    Change vs previous 13F +500 shares

    0.28% of the 13F portfolio, value $6,738,346.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,893 shares
    Change vs previous 13F +89 shares

    0.3% of the 13F portfolio, value $6,828,558.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 32,804 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $6,998,376.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 32,804 shares
    Change vs previous 13F +900 shares

    0.34% of the 13F portfolio, value $6,992,143.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 31,904 shares
    Change vs previous 13F -26 shares

    0.32% of the 13F portfolio, value $5,713,982.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 31,930 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,867,388.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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