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Disclosery

ROMANO BROTHERS AND COMPANY: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMANO BROTHERS AND COMPANY on WM, newest first. How the timeline and the estimate are built.

ROMANO BROTHERS AND COMPANY held 22,510 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,510 shares
    Change vs previous 13F -750 shares

    0.5% of the 13F portfolio, value $5,017,029.

    13F-HR 0001754960-26-000598 filed by ROMANO BROTHERS AND COMPANY
    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 23,260 shares
    Change vs previous 13F -225 shares

    0.61% of the 13F portfolio, value $5,344,915.

    13F-HR 0001754960-26-000305 filed by ROMANO BROTHERS AND COMPANY
    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 23,485 shares
    Change vs previous 13F +645 shares

    0.59% of the 13F portfolio, value $5,159,985.

    13F-HR 0001754960-26-000057 filed by ROMANO BROTHERS AND COMPANY
    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 22,840 shares
    Change vs previous 13F -125 shares

    0.58% of the 13F portfolio, value $5,043,791.

    13F-HR 0001754960-25-000698 filed by ROMANO BROTHERS AND COMPANY
    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 22,965 shares
    Change vs previous 13F +880 shares

    0.65% of the 13F portfolio, value $5,254,851.

    13F-HR 0001754960-25-000439 filed by ROMANO BROTHERS AND COMPANY
    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 22,085 shares
    Change vs previous 13F +982 shares

    0.66% of the 13F portfolio, value $5,112,898.

    13F-HR 0001754960-25-000171 filed by ROMANO BROTHERS AND COMPANY
    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 21,103 shares
    Change vs previous 13F -130 shares

    0.54% of the 13F portfolio, value $4,258,374.

    13F-HR 0001754960-25-000036 filed by ROMANO BROTHERS AND COMPANY
    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 21,233 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,407,971.

    13F-HR 0001754960-24-000529 filed by ROMANO BROTHERS AND COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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