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Disclosery

ROWLANDMILLER & PARTNERS.ADV: WM position timeline

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

ROWLANDMILLER & PARTNERS.ADV held 13,679 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,679 shares
    Change vs previous 13F -689 shares

    0.56% of the 13F portfolio, value $3,048,844.

    13F-HR 0000225816-26-000003 filed by ROWLANDMILLER & PARTNERS.ADV
    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 14,368 shares
    Change vs previous 13F -501 shares

    0.67% of the 13F portfolio, value $3,301,779.

    13F-HR 0000225816-26-000002 filed by ROWLANDMILLER & PARTNERS.ADV
    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 14,869 shares
    Change vs previous 13F +21 shares

    0.63% of the 13F portfolio, value $3,267,020.

    13F-HR 0000225816-26-000001 filed by ROWLANDMILLER & PARTNERS.ADV
    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 14,848 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $3,278,994.

    13F-HR 0000225816-25-000008 filed by ROWLANDMILLER & PARTNERS.ADV
    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 14,848 shares
    Change vs previous 13F -15 shares

    0.7% of the 13F portfolio, value $3,397,633.

    13F-HR 0000225816-25-000003 filed by ROWLANDMILLER & PARTNERS.ADV
    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 14,863 shares
    Change vs previous 13F -225 shares

    0.72% of the 13F portfolio, value $3,441,048.

    13F-HR 0000225816-25-000002 filed by ROWLANDMILLER & PARTNERS.ADV
    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 15,088 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $3,044,708.

    13F-HR 0000225816-25-000001 filed by ROWLANDMILLER & PARTNERS.ADV
    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 15,088 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $3,132,372.

    13F-HR 0000225816-24-000006 filed by ROWLANDMILLER & PARTNERS.ADV
    Filed (acceptance time not in the bulk data set), ingested

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