PATRICK M SWEENEY & ASSOCIATES, INC: WM position timeline

PATRICK M SWEENEY & ASSOCIATES, INC held 9,288 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,288 shares

   Change vs previous 13F +50 shares

   1.19% of the 13F portfolio, value $2,070,120.

   13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,238 shares

   Change vs previous 13F -4 shares

   1.36% of the 13F portfolio, value $2,122,699.

   13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,242 shares

   Change vs previous 13F -5 shares

   1.27% of the 13F portfolio, value $2,030,582.

   13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,247 shares

   Change vs previous 13F +31 shares

   1.32% of the 13F portfolio, value $2,041,945.

   13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,216 shares

   Change vs previous 13F -12 shares

   1.44% of the 13F portfolio, value $2,093,015.

   13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 9,228 shares

   Change vs previous 13F -183 shares

   1.6% of the 13F portfolio, value $2,136,475.

   13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 9,411 shares

   Change vs previous 13F -73 shares

   1.42% of the 13F portfolio, value $1,898,987.

   13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 9,484 shares

   Change vs previous 13F not available

   1.45% of the 13F portfolio, value $1,968,872.

   13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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