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TRADITION CAPITAL MANAGEMENT LLC: WM position timeline

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

TRADITION CAPITAL MANAGEMENT LLC held 3,150 WM shares at 2019-03-31 per its 13F-HR filed 2019-05-07.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 3,150 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $327,000.

    13F-HR 0001166385-19-000004 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 3,222 shares
    Change vs previous 13F -73 shares

    0.09% of the 13F portfolio, value $286,000.

    13F-HR 0001166385-19-000002 filed by TRADITION CAPITAL 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 ended2018-09-30
    13F 3,295 shares
    Change vs previous 13F +73 shares

    0.08% of the 13F portfolio, value $297,000.

    13F-HR 0001166385-18-000008 filed by TRADITION CAPITAL 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 ended2018-06-30
    13F 3,222 shares
    Change vs previous 13F +72 shares

    0.07% of the 13F portfolio, value $262,000.

    13F-HR 0001166385-18-000006 filed by TRADITION CAPITAL 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 ended2018-03-31
    13F 3,150 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $264,000.

    13F-HR 0001166385-18-000004 filed by TRADITION CAPITAL 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 ended2017-12-31
    13F 3,150 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $271,000.

    13F-HR 0001166385-18-000002 filed by TRADITION CAPITAL 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 ended2017-09-30
    13F 3,150 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $247,000.

    13F-HR 0001580642-17-005876 filed by TRADITION CAPITAL 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 ended2017-06-30
    13F 3,150 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $231,000.

    13F-HR 0001580642-17-004300 filed by TRADITION CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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