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Providence Wealth Advisors, LLC: WM position timeline

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

Providence Wealth Advisors, LLC held 18,447 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,447 shares
    Change vs previous 13F +91 shares

    2.47% of the 13F portfolio, value $4,193,003.

    13F-HR 0001104659-26-088277 filed by Providence Wealth Advisors, 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 18,356 shares
    Change vs previous 13F +32 shares

    2.69% of the 13F portfolio, value $4,224,633.

    13F-HR 0001104659-26-055545 filed by Providence Wealth Advisors, 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 18,324 shares
    Change vs previous 13F +39 shares

    2.5% of the 13F portfolio, value $4,004,800.

    13F-HR 0001104659-26-011326 filed by Providence Wealth Advisors, 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 18,285 shares
    Change vs previous 13F -449 shares

    2.36% of the 13F portfolio, value $3,734,346.

    13F-HR 0001104659-25-106804 filed by Providence Wealth Advisors, 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 18,734 shares
    Change vs previous 13F +262 shares

    2.98% of the 13F portfolio, value $4,346,194.

    13F-HR 0001104659-25-076741 filed by Providence Wealth Advisors, 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 18,472 shares
    Change vs previous 13F -4 shares

    3.26% of the 13F portfolio, value $4,301,390.

    13F-HR 0001104659-25-045405 filed by Providence Wealth Advisors, 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 18,476 shares
    Change vs previous 13F +49 shares

    2.82% of the 13F portfolio, value $3,719,681.

    13F-HR 0001104659-25-011876 filed by Providence Wealth Advisors, 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 18,427 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $3,893,072.

    13F-HR 0001104659-24-118470 filed by Providence Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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