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TKG Advisors, LLC: WM position timeline

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

TKG Advisors, LLC held 11,825 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,825 shares
    Change vs previous 13F +446 shares

    0.92% of the 13F portfolio, value $2,635,474.

    13F-HR 0001843275-26-000003 filed by TKG Advisors, LLC
    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 11,379 shares
    Change vs previous 13F -39 shares

    1.08% of the 13F portfolio, value $2,614,885.

    13F-HR 0001843275-26-000002 filed by TKG Advisors, LLC
    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 11,418 shares
    Change vs previous 13F +508 shares

    1.01% of the 13F portfolio, value $2,508,683.

    13F-HR 0001843275-26-000001 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,910 shares
    Change vs previous 13F +468 shares

    1.03% of the 13F portfolio, value $2,409,237.

    13F-HR 0001843275-25-000008 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,442 shares
    Change vs previous 13F -65 shares

    1.07% of the 13F portfolio, value $2,389,266.

    13F-HR 0001843275-25-000007 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,507 shares
    Change vs previous 13F +159 shares

    1.2% of the 13F portfolio, value $2,432,582.

    13F-HR 0001843275-25-000003 filed by TKG Advisors, LLC
    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 10,348 shares
    Change vs previous 13F -146 shares

    1% of the 13F portfolio, value $2,167,138.

    13F-HR 0001843275-25-000001 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,494 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,178,512.

    13F-HR 0001843275-24-000008 filed by TKG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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