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SHRIER WEALTH MANAGEMENT, LLC: WM position timeline

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

SHRIER WEALTH MANAGEMENT, LLC held 17,748 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,748 shares
    Change vs previous 13F +148 shares

    1.33% of the 13F portfolio, value $3,955,638.

    13F-HR 0001951757-26-000983 filed by SHRIER WEALTH MANAGEMENT, LLC
    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 17,600 shares
    Change vs previous 13F -105 shares

    1.48% of the 13F portfolio, value $4,044,281.

    13F-HR 0001951757-26-000594 filed by SHRIER WEALTH MANAGEMENT, LLC
    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 17,705 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,889,979.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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