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Rathbones Group PLC: WM position timeline

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

Rathbones Group PLC held 467,312 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 467,312 shares
    Change vs previous 13F +413 shares

    0.38% of the 13F portfolio, value $104,154,498.

    13F-HR 0001140361-26-029386 filed by Rathbones Group PLC
    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/A 466,899 shares
    Change vs previous 13F +3,625 shares

    0.43% of the 13F portfolio, value $107,288,721.

    13F-HR/A 0001140361-26-024580 filed by Rathbones Group PLC
    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/A 463,274 shares
    Change vs previous 13F +52,156 shares

    0.4% of the 13F portfolio, value $101,785,930.

    13F-HR/A 0001140361-26-024582 filed by Rathbones Group PLC
    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 411,118 shares
    Change vs previous 13F +21,073 shares

    0.37% of the 13F portfolio, value $90,787,187.

    13F-HR 0001140361-25-041771 filed by Rathbones Group PLC
    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 390,045 shares
    Change vs previous 13F +859 shares

    0.38% of the 13F portfolio, value $89,250,096.

    13F-HR 0001140361-25-029429 filed by Rathbones Group PLC
    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 389,186 shares
    Change vs previous 13F -2,039 shares

    0.44% of the 13F portfolio, value $90,100,451.

    13F-HR 0001140361-25-018466 filed by Rathbones Group PLC
    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 391,225 shares
    Change vs previous 13F +11,810 shares

    0.38% of the 13F portfolio, value $78,945,292.

    13F-HR 0001140361-25-004181 filed by Rathbones Group PLC
    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 379,415 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $78,766,554.

    13F-HR 0001140361-24-046289 filed by Rathbones Group PLC
    Filed (acceptance time not in the bulk data set), ingested

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