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Disclosery

Smartleaf Asset Management LLC: WM position timeline

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

Smartleaf Asset Management LLC held 9,815 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,815 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $2,192,509.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 9,815 shares
    Change vs previous 13F +1,279 shares

    0.08% of the 13F portfolio, value $2,257,194.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 8,536 shares
    Change vs previous 13F +739 shares

    0.07% of the 13F portfolio, value $1,896,195.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 7,797 shares
    Change vs previous 13F +1,230 shares

    0.11% of the 13F portfolio, value $1,711,000.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 6,567 shares
    Change vs previous 13F -434 shares

    0.13% of the 13F portfolio, value $1,499,022.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 7,001 shares
    Change vs previous 13F +863 shares

    0.15% of the 13F portfolio, value $1,595,851.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 6,138 shares
    Change vs previous 13F +1,461 shares

    0.13% of the 13F portfolio, value $1,241,586.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 4,677 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $961,206.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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