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Disclosery

Old Port Advisors: WM position timeline

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

Old Port Advisors held 16,785 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,785 shares
    Change vs previous 13F -353 shares

    0.74% of the 13F portfolio, value $3,741,120.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 17,138 shares
    Change vs previous 13F +175 shares

    0.91% of the 13F portfolio, value $3,938,223.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 16,963 shares
    Change vs previous 13F +46 shares

    0.92% of the 13F portfolio, value $3,726,984.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 16,917 shares
    Change vs previous 13F -153 shares

    0.94% of the 13F portfolio, value $3,735,793.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 17,070 shares
    Change vs previous 13F -283 shares

    1.07% of the 13F portfolio, value $3,905,937.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 17,353 shares
    Change vs previous 13F -572 shares

    1.19% of the 13F portfolio, value $4,017,342.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 17,925 shares
    Change vs previous 13F -104 shares

    1.04% of the 13F portfolio, value $3,617,014.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 18,029 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,742,922.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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