Sheaff Brock Investment Advisors, LLC: WM position timeline

Sheaff Brock Investment Advisors, LLC held 6,539 WM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 6,539 shares

   Change vs previous 13F +13 shares

   0.14% of the 13F portfolio, value $1,513,849.

   13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2025-05-07 (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).

2. period ended2024-12-31

   13F 6,526 shares

   Change vs previous 13F -162 shares

   0.11% of the 13F portfolio, value $1,316,945.

   13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2025-01-30 (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).

3. period ended2024-09-30

   13F 6,688 shares

   Change vs previous 13F +17 shares

   0.12% of the 13F portfolio, value $1,388,526.

   13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2024-11-06 (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).

4. period ended2024-06-30

   13F 6,671 shares

   Change vs previous 13F +7 shares

   0.13% of the 13F portfolio, value $1,423,293.

   13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2024-07-30 (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).

5. period ended2024-03-31

   13F 6,664 shares

   Change vs previous 13F +17 shares

   0.11% of the 13F portfolio, value $1,420,373.

   13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2024-05-14 (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).

6. period ended2023-12-31

   13F 6,647 shares

   Change vs previous 13F +18 shares

   0.11% of the 13F portfolio, value $1,190,536.

   13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2024-02-08 (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).

7. period ended2023-09-30

   13F 6,629 shares

   Change vs previous 13F +121 shares

   0.1% of the 13F portfolio, value $1,010,528.

   13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment Advisors, 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).

8. period ended2023-06-30

   13F 6,508 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $1,128,704.

   13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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