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Disclosery

Park Square Financial Group, LLC: WM position timeline

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

Park Square Financial Group, LLC held 43 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 43 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $9,584.

    13F-HR 0002058285-26-000003 filed by Park Square Financial Group, 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 52 shares
    Change vs previous 13F -31 shares

    0.09% of the 13F portfolio, value $11,949.

    13F-HR 0002058285-26-000002 filed by Park Square Financial Group, 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 83 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $16,749.

    13F-HR 0002058285-26-000001 filed by Park Square Financial Group, 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 81 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $17,887.

    13F-HR 0002058285-25-000007 filed by Park Square Financial Group, 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 99 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $22,653.

    13F-HR 0002058285-25-000004 filed by Park Square Financial Group, 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 91 shares
    Change vs previous 13F -10 shares

    0.02% of the 13F portfolio, value $21,068.

    13F-HR 0002058285-25-000003 filed by Park Square Financial Group, 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 101 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,381.

    13F-HR 0002058285-25-000002 filed by Park Square Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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