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Private Capital Advisors, Inc.: WM position timeline

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

Private Capital Advisors, Inc. held 0 WM shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -39,507 shares

    13F-HR 0001350780-26-000002 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 39,507 shares
    Change vs previous 13F -41,518 shares

    0.89% of the 13F portfolio, value $8,680,083.

    13F-HR 0001350780-26-000001 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 81,025 shares
    Change vs previous 13F +62,587 shares

    1.99% of the 13F portfolio, value $17,892,751.

    13F-HR 0001350780-25-000005 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 18,438 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,218,983.

    13F-HR 0001350780-25-000003 filed by Private Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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