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Disclosery

Unigestion Holding SA: WM position timeline

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

Unigestion Holding SA held 108,545 WM shares at 2025-03-31 per its 13F-HR filed 2025-04-10.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 108,545 shares
    Change vs previous 13F -17,186 shares

    1.47% of the 13F portfolio, value $25,121,654.

    13F-HR 0001745879-25-000002 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 125,731 shares
    Change vs previous 13F -48,562 shares

    1.46% of the 13F portfolio, value $25,358,686.

    13F-HR 0001745879-25-000001 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 174,293 shares
    Change vs previous 13F +38,334 shares

    1.75% of the 13F portfolio, value $36,153,597.

    13F-HR 0001745879-24-000006 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 135,959 shares
    Change vs previous 13F -51,440 shares

    1.34% of the 13F portfolio, value $24,350,257.

    13F-HR 0001745879-24-000003 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 187,399 shares
    Change vs previous 13F +51,440 shares

    1.95% of the 13F portfolio, value $39,934,728.

    13F-HR 0001745879-24-000002 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 135,959 shares
    Change vs previous 13F +126,872 shares

    1.34% of the 13F portfolio, value $24,350,257.

    13F-HR 0001745879-24-000001 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 9,087 shares
    Change vs previous 13F -787 shares

    0.09% of the 13F portfolio, value $1,385,222.

    13F-HR 0001745879-23-000004 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 9,874 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,674,729.

    13F-HR 0001745879-23-000003 filed by Unigestion Holding SA
    Filed (acceptance time not in the bulk data set), ingested

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