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Savvy Advisors, Inc.: WM position timeline

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

Savvy Advisors, Inc. held 10,682 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,682 shares
    Change vs previous 13F -95 shares

    0.05% of the 13F portfolio, value $2,380,709.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 10,777 shares
    Change vs previous 13F +1,241 shares

    0.07% of the 13F portfolio, value $2,476,346.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 9,536 shares
    Change vs previous 13F +1,917 shares

    0.07% of the 13F portfolio, value $2,095,146.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 7,619 shares
    Change vs previous 13F +791 shares

    0.08% of the 13F portfolio, value $1,682,452.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 6,828 shares
    Change vs previous 13F +927 shares

    0.1% of the 13F portfolio, value $1,562,272.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 5,901 shares
    Change vs previous 13F +522 shares

    0.14% of the 13F portfolio, value $1,366,139.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 5,379 shares
    Change vs previous 13F +2,002 shares

    0.13% of the 13F portfolio, value $1,085,454.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 3,377 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $701,078.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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