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Disclosery

RDA Financial Network: WM position timeline

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

RDA Financial Network held 11,028 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,028 shares
    Change vs previous 13F +2,277 shares

    0.54% of the 13F portfolio, value $2,457,957.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    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 8,751 shares
    Change vs previous 13F +497 shares

    0.5% of the 13F portfolio, value $2,010,851.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    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 8,254 shares
    Change vs previous 13F +568 shares

    0.44% of the 13F portfolio, value $1,813,516.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    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 7,686 shares
    Change vs previous 13F +122 shares

    0.42% of the 13F portfolio, value $1,697,191.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    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 7,564 shares
    Change vs previous 13F +168 shares

    0.47% of the 13F portfolio, value $1,730,802.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    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 7,396 shares
    Change vs previous 13F +580 shares

    0.51% of the 13F portfolio, value $1,712,280.

    13F-HR 0001774086-25-000004 filed by RDA Financial Network
    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 6,816 shares
    Change vs previous 13F +1,057 shares

    0.4% of the 13F portfolio, value $1,375,310.

    13F-HR 0001774086-25-000001 filed by RDA Financial Network
    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 5,759 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,195,574.

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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