UHLMANN PRICE SECURITIES, LLC: WM position timeline

UHLMANN PRICE SECURITIES, LLC held 1,351 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,351 shares

   Change vs previous 13F -90 shares

   0.01% of the 13F portfolio, value $301,074.

   13F-HR 0001035344-26-000004 filed by UHLMANN PRICE SECURITIES, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,441 shares

   Change vs previous 13F +147 shares

   0.02% of the 13F portfolio, value $330,376.

   13F-HR 0001035344-26-000003 filed by UHLMANN PRICE SECURITIES, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,294 shares

   Change vs previous 13F +1,294 shares

   0.17% of the 13F portfolio, value $284,266.

   13F-HR 0001035344-26-000001 filed by UHLMANN PRICE SECURITIES, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,377 shares

   13F-HR 0001035344-25-000006 filed by UHLMANN PRICE SECURITIES, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 1,377 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $314,999.

   13F-HR 0001085146-25-004253 filed by UHLMANN PRICE SECURITIES, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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