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Disclosery

Rafferty Asset Management, LLC: WM position timeline

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

Rafferty Asset Management, LLC held 35,733 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,733 shares
    Change vs previous 13F +11,566 shares

    0.02% of the 13F portfolio, value $7,964,171.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 24,167 shares
    Change vs previous 13F -8,850 shares

    0.02% of the 13F portfolio, value $5,553,335.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 33,017 shares
    Change vs previous 13F -323 shares

    0.03% of the 13F portfolio, value $7,254,165.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 33,340 shares
    Change vs previous 13F +287 shares

    0.02% of the 13F portfolio, value $7,362,472.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 33,053 shares
    Change vs previous 13F +5,776 shares

    0.02% of the 13F portfolio, value $7,563,187.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 27,277 shares
    Change vs previous 13F -6,838 shares

    0.03% of the 13F portfolio, value $6,314,898.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 34,115 shares
    Change vs previous 13F +3,493 shares

    0.02% of the 13F portfolio, value $6,884,066.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 30,622 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,357,127.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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