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Disclosery

Security National Bank: WM position timeline

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

Security National Bank held 13,828 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,828 shares
    Change vs previous 13F +821 shares

    0.37% of the 13F portfolio, value $3,081,985.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 13,007 shares
    Change vs previous 13F +238 shares

    0.44% of the 13F portfolio, value $2,988,879.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 12,769 shares
    Change vs previous 13F +724 shares

    0.4% of the 13F portfolio, value $2,805,477.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 12,045 shares
    Change vs previous 13F +11,729 shares

    0.41% of the 13F portfolio, value $2,659,897.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 316 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $72,307.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 291 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $67,369.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    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 291 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $58,721.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    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 291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $60,412.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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