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Northwest & Ethical Investments L.P.: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northwest & Ethical Investments L.P. on WM, newest first. How the timeline and the estimate are built.

Northwest & Ethical Investments L.P. held 13,748 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,748 shares
    Change vs previous 13F -10,895 shares

    0.07% of the 13F portfolio, value $3,064,154.

    13F-HR 0002033536-26-000023 filed by Northwest & Ethical Investments L.P.
    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 24,643 shares
    Change vs previous 13F -119,459 shares

    0.13% of the 13F portfolio, value $5,662,715.

    13F-HR 0002033536-26-000005 filed by Northwest & Ethical Investments L.P.
    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/A 144,102 shares
    Change vs previous 13F -12,192 shares

    0.71% of the 13F portfolio, value $31,660,650.

    13F-HR/A 0002033536-26-000004 filed by Northwest & Ethical Investments L.P.
    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 156,294 shares
    Change vs previous 13F +5,975 shares

    0.81% of the 13F portfolio, value $34,514,404.

    13F-HR 0002033536-25-000070 filed by Northwest & Ethical Investments L.P.
    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 150,319 shares
    Change vs previous 13F -72,231 shares

    0.85% of the 13F portfolio, value $34,395,994.

    13F-HR 0002033536-25-000068 filed by Northwest & Ethical Investments L.P.
    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 222,550 shares
    Change vs previous 13F -3,516 shares

    1.4% of the 13F portfolio, value $51,522,550.

    13F-HR 0002033536-25-000006 filed by Northwest & Ethical Investments L.P.
    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 226,066 shares
    Change vs previous 13F -20,490 shares

    1.24% of the 13F portfolio, value $45,617,858.

    13F-HR 0002033536-25-000001 filed by Northwest & Ethical Investments L.P.
    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/A 246,556 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $51,185,026.

    13F-HR/A 0002033536-24-000003 filed by Northwest & Ethical Investments L.P.
    Filed (acceptance time not in the bulk data set), ingested

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