SCHNIEDERS CAPITAL MANAGEMENT LLC: WM position timeline

SCHNIEDERS CAPITAL MANAGEMENT LLC held 29,468 WM shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 29,468 shares

   Change vs previous 13F -576 shares

   1.18% of the 13F portfolio, value $6,742,868.

   13F-HR 0001603937-25-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 30,044 shares

   Change vs previous 13F -1,000 shares

   1.49% of the 13F portfolio, value $6,955,486.

   13F-HR 0001603937-25-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 31,044 shares

   Change vs previous 13F -846 shares

   1.24% of the 13F portfolio, value $6,264,369.

   13F-HR 0001603937-25-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 31,890 shares

   Change vs previous 13F -1,014 shares

   1.26% of the 13F portfolio, value $6,620,364.

   13F-HR 0001603937-24-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 32,904 shares

   Change vs previous 13F -575 shares

   1.42% of the 13F portfolio, value $7,019,739.

   13F-HR 0001603937-24-000003 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 33,479 shares

   Change vs previous 13F -202 shares

   1.47% of the 13F portfolio, value $7,136,049.

   13F-HR 0001603937-24-000002 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 33,681 shares

   Change vs previous 13F -9,909 shares

   1.33% of the 13F portfolio, value $6,032,267.

   13F-HR 0001603937-24-000001 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2024-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 43,590 shares

   Change vs previous 13F not available

   1.49% of the 13F portfolio, value $6,644,860.

   13F-HR 0001603937-23-000004 filed by SCHNIEDERS CAPITAL MANAGEMENT LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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