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Sand Hill Global Advisors, LLC: WM position timeline

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

Sand Hill Global Advisors, LLC held 31,242 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,242 shares
    Change vs previous 13F -662 shares

    0.21% of the 13F portfolio, value $6,963,263.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global Advisors, 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 31,904 shares
    Change vs previous 13F -190 shares

    0.25% of the 13F portfolio, value $7,331,267.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global Advisors, 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 32,094 shares
    Change vs previous 13F -398 shares

    0.25% of the 13F portfolio, value $7,051,418.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global Advisors, 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 32,492 shares
    Change vs previous 13F -632 shares

    0.25% of the 13F portfolio, value $7,175,254.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global Advisors, 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 33,124 shares
    Change vs previous 13F +410 shares

    0.28% of the 13F portfolio, value $7,579,366.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global Advisors, 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 32,714 shares
    Change vs previous 13F +306 shares

    0.31% of the 13F portfolio, value $7,573,550.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global Advisors, 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 32,408 shares
    Change vs previous 13F -983 shares

    0.28% of the 13F portfolio, value $6,539,551.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, 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 33,391 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,931,900.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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