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PRIO WEALTH LIMITED PARTNERSHIP: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIO WEALTH LIMITED PARTNERSHIP on WM, newest first. How the timeline and the estimate are built.

PRIO WEALTH LIMITED PARTNERSHIP held 179,080 WM shares at 2024-09-30 per its 13F-HR filed 2024-10-21.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 179,080 shares
    Change vs previous 13F -2,747 shares

    1.09% of the 13F portfolio, value $37,177,062.

    13F-HR 0001172661-24-004312 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 181,827 shares
    Change vs previous 13F -11,040 shares

    1.16% of the 13F portfolio, value $38,791,027.

    13F-HR 0001172661-24-004074 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 192,867 shares
    Change vs previous 13F +19,256 shares

    1.19% of the 13F portfolio, value $41,109,770.

    13F-HR 0001172661-24-002283 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 173,611 shares
    Change vs previous 13F +7,482 shares

    1.07% of the 13F portfolio, value $31,093,718.

    13F-HR 0001172661-24-000295 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 166,129 shares
    Change vs previous 13F +3,008 shares

    0.97% of the 13F portfolio, value $25,324,639.

    13F-HR 0001172661-23-003546 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 163,121 shares
    Change vs previous 13F +13,049 shares

    1.01% of the 13F portfolio, value $28,288,472.

    13F-HR 0001172661-23-002798 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 150,072 shares
    Change vs previous 13F +54,483 shares

    0.94% of the 13F portfolio, value $24,487,211.

    13F-HR 0001172661-23-002034 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 95,589 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $14,996,057.

    13F-HR 0001172661-23-000779 filed by PRIO WEALTH LIMITED PARTNERSHIP
    Filed (acceptance time not in the bulk data set), ingested

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