SL ADVISORS, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SL ADVISORS, LLC on WM, newest first. How the timeline and the estimate are built.
SL ADVISORS, LLC held 2,435 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,435 sharesChange vs previous 13F -362 shares
0.95% of the 13F portfolio, value $542,713.
13F-HR 0001680365-26-000020 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,797 sharesChange vs previous 13F -39 shares
1.09% of the 13F portfolio, value $642,723.
13F-HR 0001680365-26-000018 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 2,836 sharesChange vs previous 13F +11 shares
1.28% of the 13F portfolio, value $623,098.
13F-HR/A 0001680365-26-000017 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 2,825 sharesChange vs previous 13F -191 shares
1.23% of the 13F portfolio, value $623,845.
13F-HR/A 0001680365-26-000016 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 3,016 sharesChange vs previous 13F -4,702 shares
1.24% of the 13F portfolio, value $690,121.
13F-HR/A 0001680365-26-000015 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 7,718 sharesChange vs previous 13F +4,593 shares
2.31% of the 13F portfolio, value $1,321,061.
13F-HR/A 0001680365-26-000014 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 3,125 sharesChange vs previous 13F -110 shares
1.04% of the 13F portfolio, value $630,594.
13F-HR/A 0001680365-26-000013 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 3,235 sharesChange vs previous 13F not available
1.21% of the 13F portfolio, value $671,586.
13F-HR/A 0001680365-26-000012 filed by SL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).