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Disclosery

RD Lewis Holdings, Inc.: WM position timeline

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

RD Lewis Holdings, Inc. held 2,438 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,438 shares
    Change vs previous 13F -65 shares

    0.41% of the 13F portfolio, value $557,680.

    13F-HR 0001951757-26-001255 filed by RD Lewis Holdings, 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 2,503 shares
    Change vs previous 13F -200 shares

    0.51% of the 13F portfolio, value $583,449.

    13F-HR 0001951757-26-000591 filed by RD Lewis Holdings, 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 2,703 shares
    Change vs previous 13F -35 shares

    0.52% of the 13F portfolio, value $608,418.

    13F-HR 0001951757-26-000389 filed by RD Lewis Holdings, 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 2,738 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $558,004.

    13F-HR 0001951757-25-001421 filed by RD Lewis Holdings, 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 2,738 shares
    Change vs previous 13F -22 shares

    0.64% of the 13F portfolio, value $638,556.

    13F-HR 0001951757-25-001067 filed by RD Lewis Holdings, Inc.
    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 2,760 shares
    Change vs previous 13F -47 shares

    0.73% of the 13F portfolio, value $645,674.

    13F-HR 0001951757-25-000514 filed by RD Lewis Holdings, Inc.
    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 2,807 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $631,322.

    13F-HR 0001951757-25-000229 filed by RD Lewis Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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