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TITLEIST ASSET MANAGEMENT, LLC: WM position timeline

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

TITLEIST ASSET MANAGEMENT, LLC held 24,466 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,466 shares
    Change vs previous 13F +12,490 shares

    0.32% of the 13F portfolio, value $4,989,144.

    13F-HR 0001104659-26-114574 filed by TITLEIST ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,976 shares
    Change vs previous 13F +1,066 shares

    0.18% of the 13F portfolio, value $2,669,216.

    13F-HR 0001104659-26-084993 filed by TITLEIST ASSET MANAGEMENT, 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 10,910 shares
    Change vs previous 13F -1,295 shares

    0.19% of the 13F portfolio, value $2,507,117.

    13F-HR 0001104659-26-052537 filed by TITLEIST ASSET MANAGEMENT, 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 12,205 shares
    Change vs previous 13F +1,977 shares

    0.22% of the 13F portfolio, value $2,681,605.

    13F-HR 0001104659-26-014097 filed by TITLEIST ASSET MANAGEMENT, 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 10,228 shares
    Change vs previous 13F +5,629 shares

    0.2% of the 13F portfolio, value $2,258,671.

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET MANAGEMENT, 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 4,599 shares
    Change vs previous 13F -5,151 shares

    0.1% of the 13F portfolio, value $1,052,395.

    13F-HR 0001104659-25-076739 filed by TITLEIST ASSET MANAGEMENT, 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 9,750 shares
    Change vs previous 13F -16,160 shares

    0.26% of the 13F portfolio, value $2,257,314.

    13F-HR 0001104659-25-049171 filed by TITLEIST ASSET MANAGEMENT, 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 25,910 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,228,340.

    13F-HR 0001104659-25-012581 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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