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Disclosery

RATIONAL ADVISORS, INC.: WM position timeline

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

RATIONAL ADVISORS, INC. held 145 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145 shares
    Change vs previous 13F -121 shares

    <0.01% of the 13F portfolio, value $32,318.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 266 shares
    Change vs previous 13F +133 shares

    0.01% of the 13F portfolio, value $59,783.

    13F-HR 0001580642-26-003009 filed by RATIONAL 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 ended2025-12-31
    13F 133 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $29,221.

    13F-HR 0001580642-26-000967 filed by RATIONAL 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 ended2025-09-30
    13F 122 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $26,941.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 108 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $24,713.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -225 shares

    13F-HR 0001162044-25-000114 filed by RATIONAL 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.

  7. period ended2024-09-30
    13F 225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,710.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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