TICINO WEALTH: WM position timeline

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

TICINO WEALTH held 2,651 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 2,651 shares
Change vs previous 13F +1,322 shares
0.19% of the 13F portfolio, value $590,855.
13F-HR 0002105416-26-000004 filed by TICINO WEALTH
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,329 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $332,885.
13F-HR 0002105416-26-000002 filed by TICINO WEALTH
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).