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Powers Advisory Group, LLC: WM position timeline

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

Powers Advisory Group, LLC held 8,060 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 8,060 shares
    Change vs previous 13F -147 shares

    0.56% of the 13F portfolio, value $1,796,419.

    13F-HR 0002085853-26-000918 filed by Powers Advisory 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 8,207 shares
    Change vs previous 13F -89 shares

    0.66% of the 13F portfolio, value $1,885,806.

    13F-HR 0002085853-26-000444 filed by Powers Advisory 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 8,296 shares
    Change vs previous 13F +114 shares

    0.69% of the 13F portfolio, value $1,822,681.

    13F-HR 0002085853-26-000066 filed by Powers Advisory 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 8,182 shares
    Change vs previous 13F +44 shares

    0.72% of the 13F portfolio, value $1,806,815.

    13F-HR 0002085853-25-000134 filed by Powers Advisory 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 8,138 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $1,862,239.

    13F-HR 0001667731-25-000867 filed by Powers Advisory 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 8,137 shares
    Change vs previous 13F +3 shares

    0.9% of the 13F portfolio, value $1,883,697.

    13F-HR 0001667731-25-000435 filed by Powers Advisory 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 8,134 shares
    Change vs previous 13F -37 shares

    0.82% of the 13F portfolio, value $1,641,411.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, LLC
    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 8,171 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,696,366.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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