Sloy Dahl & Holst, LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sloy Dahl & Holst, LLC on WM, newest first. How the timeline and the estimate are built.
Sloy Dahl & Holst, LLC held 910 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 910 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $202,821.
13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, 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 910 sharesChange vs previous 13F +910 shares
0.03% of the 13F portfolio, value $209,109.
13F-HR 0001172661-26-001837 filed by Sloy Dahl & Holst, 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 0 sharesChange vs previous 13F -910 shares
13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 910 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $200,956.
13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, 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 910 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $208,227.
13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, 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 910 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $210,675.
13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).