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Disclosery

TOTH FINANCIAL ADVISORY CORP: WM position timeline

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

TOTH FINANCIAL ADVISORY CORP held 24,429 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 24,429 shares
    Change vs previous 13F -165 shares

    0.5% of the 13F portfolio, value $4,981,474.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,594 shares
    Change vs previous 13F +344 shares

    0.54% of the 13F portfolio, value $5,481,579.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 24,250 shares
    Change vs previous 13F +1,180 shares

    0.61% of the 13F portfolio, value $5,572,479.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 23,070 shares
    Change vs previous 13F +335 shares

    0.55% of the 13F portfolio, value $5,068,608.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    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 22,735 shares
    Change vs previous 13F +1,272 shares

    0.54% of the 13F portfolio, value $5,020,492.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    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 21,463 shares
    Change vs previous 13F +2,324 shares

    0.57% of the 13F portfolio, value $4,911,163.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 19,139 shares
    Change vs previous 13F +1,956 shares

    0.53% of the 13F portfolio, value $4,430,803.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 17,183 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,467,452.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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