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Disclosery

SIGNATUREFD, LLC: WM position timeline

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

SIGNATUREFD, LLC held 9,718 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,718 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $2,165,979.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 9,911 shares
    Change vs previous 13F +364 shares

    0.03% of the 13F portfolio, value $2,277,475.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 9,547 shares
    Change vs previous 13F +215 shares

    0.03% of the 13F portfolio, value $2,097,536.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, LLC
    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 9,332 shares
    Change vs previous 13F +155 shares

    0.03% of the 13F portfolio, value $2,060,874.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, LLC
    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 9,177 shares
    Change vs previous 13F +327 shares

    0.04% of the 13F portfolio, value $2,099,814.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, LLC
    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 8,850 shares
    Change vs previous 13F +339 shares

    0.04% of the 13F portfolio, value $2,048,895.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, LLC
    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 8,511 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $1,717,341.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, LLC
    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 8,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,756,688.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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