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Disclosery

Stillwater Wealth Management Group: WM position timeline

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

Stillwater Wealth Management Group held 16,754 WM shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,754 shares
    Change vs previous 13F +462 shares

    2.38% of the 13F portfolio, value $3,849,951.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 16,292 shares
    Change vs previous 13F -433 shares

    2.43% of the 13F portfolio, value $3,579,481.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 16,725 shares
    Change vs previous 13F +2,351 shares

    2.58% of the 13F portfolio, value $3,693,273.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 14,374 shares
    Change vs previous 13F +1,319 shares

    2.88% of the 13F portfolio, value $3,327,693.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 13,055 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,634,279.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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