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Disclosery

S Harris Financial Group, LLC: WM position timeline

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

S Harris Financial Group, LLC held 2,032 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,032 shares
    Change vs previous 13F -55 shares

    0.35% of the 13F portfolio, value $452,922.

    13F-HR 0001951757-26-001054 filed by S Harris Financial Group, 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 2,087 shares
    Change vs previous 13F +523 shares

    0.44% of the 13F portfolio, value $479,645.

    13F-HR 0001951757-26-000656 filed by S Harris Financial Group, 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 1,564 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $343,546.

    13F-HR 0001951757-26-000503 filed by S Harris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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