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Disclosery

Pettee Investors, Inc.: WM position timeline

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

Pettee Investors, Inc. held 11,623 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,623 shares
    Change vs previous 13F +700 shares

    1.27% of the 13F portfolio, value $2,590,534.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 10,923 shares
    Change vs previous 13F 0 shares

    1.31% of the 13F portfolio, value $2,540,144.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 10,923 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $2,399,892.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 10,923 shares
    Change vs previous 13F -1,780 shares

    1.33% of the 13F portfolio, value $2,412,126.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 12,703 shares
    Change vs previous 13F 0 shares

    1.74% of the 13F portfolio, value $2,906,700.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    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 12,703 shares
    Change vs previous 13F -1,850 shares

    1.75% of the 13F portfolio, value $2,940,872.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, Inc.
    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 14,553 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,936,650.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, Inc.
    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 14,553 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,021,203.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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