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REILLY FINANCIAL ADVISORS, LLC: WM position timeline

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

REILLY FINANCIAL ADVISORS, LLC held 17,222 WM shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 17,222 shares
    Change vs previous 13F -1,038 shares

    0.21% of the 13F portfolio, value $2,874,000.

    13F-HR 0001363561-22-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 18,260 shares
    Change vs previous 13F -535 shares

    0.23% of the 13F portfolio, value $2,727,000.

    13F-HR 0001363561-21-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 18,795 shares
    Change vs previous 13F +51 shares

    0.21% of the 13F portfolio, value $2,633,000.

    13F-HR 0001363561-21-000005 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 18,744 shares
    Change vs previous 13F +613 shares

    0.21% of the 13F portfolio, value $2,418,000.

    13F-HR 0001363561-21-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 18,131 shares
    Change vs previous 13F -128 shares

    0.2% of the 13F portfolio, value $2,138,000.

    13F-HR 0001363561-21-000002 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 18,259 shares
    Change vs previous 13F -1,211 shares

    0.22% of the 13F portfolio, value $2,066,000.

    13F-HR 0001363561-20-000008 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 19,470 shares
    Change vs previous 13F -22 shares

    0.24% of the 13F portfolio, value $2,062,000.

    13F-HR 0001363561-20-000006 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-03-31
    13F 19,492 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,804,000.

    13F-HR 0001363561-20-000004 filed by REILLY FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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