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Disclosery

Sunbelt Securities, Inc.: WM position timeline

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

Sunbelt Securities, Inc. held 4,887 WM shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,887 shares
    Change vs previous 13F +303 shares

    0.07% of the 13F portfolio, value $1,122,904.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    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 4,584 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $1,007,051.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    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 4,634 shares
    Change vs previous 13F +3,621 shares

    0.07% of the 13F portfolio, value $1,023,383.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,013 shares
    Change vs previous 13F -556 shares

    0.02% of the 13F portfolio, value $204,344.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,569 shares
    Change vs previous 13F +556 shares

    0.03% of the 13F portfolio, value $363,160.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,013 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $204,830.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 990 shares
    Change vs previous 13F +164 shares

    0.02% of the 13F portfolio, value $205,578.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 826 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $176,202.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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