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ROMAN BUTLER FULLERTON & CO: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on WM, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 2,973 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,973 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $703,764.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 2,967 shares
    Change vs previous 13F +5 shares

    0.19% of the 13F portfolio, value $686,696.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 2,962 shares
    Change vs previous 13F -43 shares

    0.18% of the 13F portfolio, value $678,193.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 3,005 shares
    Change vs previous 13F -3,692 shares

    0.16% of the 13F portfolio, value $593,539.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 6,697 shares
    Change vs previous 13F +4,006 shares

    0.45% of the 13F portfolio, value $1,538,134.

    13F-HR 0001085146-25-004331 filed by ROMAN BUTLER FULLERTON & CO
    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 2,691 shares
    Change vs previous 13F +30 shares

    0.24% of the 13F portfolio, value $622,972.

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    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 2,661 shares
    Change vs previous 13F +362 shares

    0.18% of the 13F portfolio, value $568,559.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    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 2,299 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $491,601.

    13F-HR 0001085146-24-005206 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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