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Disclosery

Royal Fund Management, LLC: WM position timeline

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

Royal Fund Management, LLC held 29,001 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,001 shares
    Change vs previous 13F +1,643 shares

    0.54% of the 13F portfolio, value $6,463,938.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, LLC
    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 27,358 shares
    Change vs previous 13F -25,450 shares

    0.6% of the 13F portfolio, value $6,302,681.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, LLC
    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 52,808 shares
    Change vs previous 13F +30,663 shares

    1.07% of the 13F portfolio, value $11,633,918.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
    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 22,145 shares
    Change vs previous 13F -2,881 shares

    0.59% of the 13F portfolio, value $4,905,526.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, LLC
    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 25,026 shares
    Change vs previous 13F +1,053 shares

    0.61% of the 13F portfolio, value $5,740,515.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
    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 23,973 shares
    Change vs previous 13F -21,297 shares

    0.67% of the 13F portfolio, value $5,647,387.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
    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 45,270 shares
    Change vs previous 13F -322 shares

    1.01% of the 13F portfolio, value $9,302,928.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
    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 45,592 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $9,628,042.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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