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Disclosery

Telos Capital Management, Inc.: WM position timeline

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

Telos Capital Management, Inc. held 19,882 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,882 shares
    Change vs previous 13F +802 shares

    0.39% of the 13F portfolio, value $4,431,333.

    13F-HR 0001567889-26-000004 filed by Telos Capital Management, Inc.
    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 19,080 shares
    Change vs previous 13F +206 shares

    0.42% of the 13F portfolio, value $4,384,398.

    13F-HR 0001567889-26-000002 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,874 shares
    Change vs previous 13F +1,867 shares

    0.39% of the 13F portfolio, value $4,146,797.

    13F-HR 0001567889-26-000001 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 17,007 shares
    Change vs previous 13F +1,558 shares

    0.36% of the 13F portfolio, value $3,755,654.

    13F-HR 0001567889-25-000005 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 15,449 shares
    Change vs previous 13F -5,030 shares

    0.36% of the 13F portfolio, value $3,535,133.

    13F-HR 0001567889-25-000004 filed by Telos Capital Management, Inc.
    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 20,479 shares
    Change vs previous 13F -430 shares

    0.52% of the 13F portfolio, value $4,740,988.

    13F-HR 0001567889-25-000003 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,909 shares
    Change vs previous 13F -514 shares

    0.45% of the 13F portfolio, value $4,219,312.

    13F-HR 0001567889-25-000001 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,423 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,447,473.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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