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Disclosery

Successful Portfolios LLC: WM position timeline

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

Successful Portfolios LLC held 2,192 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,192 shares
    Change vs previous 13F -5 shares

    0.21% of the 13F portfolio, value $452,556.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,197 shares
    Change vs previous 13F -75 shares

    0.24% of the 13F portfolio, value $510,110.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,272 shares
    Change vs previous 13F -1,016 shares

    0.29% of the 13F portfolio, value $522,473.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,288 shares
    Change vs previous 13F +726 shares

    0.37% of the 13F portfolio, value $726,405.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,562 shares
    Change vs previous 13F -296 shares

    0.33% of the 13F portfolio, value $565,783.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,858 shares
    Change vs previous 13F -9 shares

    0.4% of the 13F portfolio, value $653,948.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,867 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $663,684.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,867 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $578,453.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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