Per Stirling Capital Management, LLC.: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Per Stirling Capital Management, LLC. on WM, newest first. How the timeline and the estimate are built.
Per Stirling Capital Management, LLC. held 2,453 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,453 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $546,776.
13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,451 sharesChange vs previous 13F +2 shares
0.06% of the 13F portfolio, value $563,153.
13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,449 sharesChange vs previous 13F -90 shares
0.06% of the 13F portfolio, value $538,104.
13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,539 sharesChange vs previous 13F +2 shares
0.07% of the 13F portfolio, value $560,629.
13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,537 sharesChange vs previous 13F +1 shares
0.08% of the 13F portfolio, value $580,590.
13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,536 sharesChange vs previous 13F -99 shares
0.08% of the 13F portfolio, value $587,110.
13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,635 sharesChange vs previous 13F -11 shares
0.08% of the 13F portfolio, value $531,649.
13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,646 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $549,375.
13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).