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&PARTNERS: WTMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of &PARTNERS on WTMF, newest first. How the timeline and the estimate are built.

&PARTNERS held 9,921 WTMF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,921 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $405,282.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 10,264 shares
    Change vs previous 13F -1,072 shares

    <0.01% of the 13F portfolio, value $407,344.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 11,336 shares
    Change vs previous 13F +557 shares

    <0.01% of the 13F portfolio, value $424,882.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 10,779 shares
    Change vs previous 13F -516 shares

    <0.01% of the 13F portfolio, value $408,363.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 11,295 shares
    Change vs previous 13F -1,892 shares

    <0.01% of the 13F portfolio, value $398,780.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 13,187 shares
    Change vs previous 13F -11,947 shares

    <0.01% of the 13F portfolio, value $452,710.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 25,134 shares
    Change vs previous 13F -7,123 shares

    0.01% of the 13F portfolio, value $884,422.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 32,257 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,145,781.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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