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Strategic Advisors LLC: WM position timeline

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

Strategic Advisors LLC held 34,840 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,840 shares
    Change vs previous 13F -1,054 shares

    1.7% of the 13F portfolio, value $7,765,036.

    13F-HR 0001172661-26-002862 filed by Strategic Advisors 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 35,894 shares
    Change vs previous 13F +62 shares

    1.37% of the 13F portfolio, value $8,248,101.

    13F-HR 0001172661-26-001974 filed by Strategic Advisors 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 35,832 shares
    Change vs previous 13F -414 shares

    1.23% of the 13F portfolio, value $7,872,823.

    13F-HR 0001172661-26-000578 filed by Strategic Advisors 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 36,246 shares
    Change vs previous 13F +2,175 shares

    1.29% of the 13F portfolio, value $8,004,423.

    13F-HR 0001172661-25-004551 filed by Strategic Advisors 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 34,071 shares
    Change vs previous 13F -2,260 shares

    1.53% of the 13F portfolio, value $7,796,126.

    13F-HR 0001172661-25-003059 filed by Strategic Advisors 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 36,331 shares
    Change vs previous 13F -1,861 shares

    1.62% of the 13F portfolio, value $8,411,037.

    13F-HR 0001172661-25-001507 filed by Strategic Advisors 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 38,192 shares
    Change vs previous 13F +3,164 shares

    1.39% of the 13F portfolio, value $7,706,716.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors 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 35,028 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $7,271,783.

    13F-HR 0001172661-24-004183 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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