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Disclosery

TRUST POINT INC.: WM position timeline

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

TRUST POINT INC. held 2,435 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,435 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $542,716.

    13F-HR 0001635633-26-000005 filed by TRUST POINT 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 2,452 shares
    Change vs previous 13F +519 shares

    0.05% of the 13F portfolio, value $563,443.

    13F-HR 0001635633-26-000004 filed by TRUST POINT 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 1,933 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $424,701.

    13F-HR 0001635633-26-000001 filed by TRUST POINT 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 1,844 shares
    Change vs previous 13F -1,277 shares

    0.03% of the 13F portfolio, value $407,214.

    13F-HR 0001635633-25-000009 filed by TRUST POINT 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 3,121 shares
    Change vs previous 13F +1,576 shares

    0.07% of the 13F portfolio, value $714,145.

    13F-HR 0001635633-25-000004 filed by TRUST POINT 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 1,545 shares
    Change vs previous 13F -1,073 shares

    0.03% of the 13F portfolio, value $357,686.

    13F-HR 0001635633-25-000003 filed by TRUST POINT 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 2,618 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $528,283.

    13F-HR 0001635633-25-000001 filed by TRUST POINT 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 2,768 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $574,634.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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