Skip to content
Disclosery

Townsend & Associates, Inc: WM position timeline

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

Townsend & Associates, Inc held 77,656 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 77,656 shares
    Change vs previous 13F +1,601 shares

    1.58% of the 13F portfolio, value $18,563,748.

    13F-HR 0001729359-26-000004 filed by Townsend & Associates, 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 76,055 shares
    Change vs previous 13F +2,135 shares

    1.47% of the 13F portfolio, value $17,030,911.

    13F-HR 0001729359-26-000003 filed by Townsend & Associates, 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 73,920 shares
    Change vs previous 13F +1,372 shares

    1.45% of the 13F portfolio, value $16,251,967.

    13F-HR 0001729359-26-000002 filed by Townsend & Associates, 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 72,548 shares
    Change vs previous 13F +2,841 shares

    1.48% of the 13F portfolio, value $15,632,608.

    13F-HR 0001729359-25-000007 filed by Townsend & Associates, 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 69,707 shares
    Change vs previous 13F -7,886 shares

    1.59% of the 13F portfolio, value $16,009,574.

    13F-HR 0001729359-25-000004 filed by Townsend & Associates, 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 77,593 shares
    Change vs previous 13F -12,504 shares

    1.84% of the 13F portfolio, value $17,657,808.

    13F-HR 0001729359-25-000003 filed by Townsend & Associates, 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 90,097 shares
    Change vs previous 13F +1,033 shares

    1.96% of the 13F portfolio, value $19,184,303.

    13F-HR 0001729359-25-000001 filed by Townsend & Associates, 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 89,064 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $18,863,762.

    13F-HR 0001729359-24-000004 filed by Townsend & Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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