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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC on WM, newest first. How the timeline and the estimate are built.

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 1,449 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,449 shares
    Change vs previous 13F +310 shares

    0.19% of the 13F portfolio, value $325,025.

    13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,139 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $252,232.

    13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,139 shares
    Change vs previous 13F -311 shares

    0.19% of the 13F portfolio, value $258,314.

    13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,450 shares
    Change vs previous 13F +43 shares

    0.23% of the 13F portfolio, value $309,851.

    13F-HR 0002011649-25-000008 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,407 shares
    Change vs previous 13F -54 shares

    0.25% of the 13F portfolio, value $321,950.

    13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,461 shares
    Change vs previous 13F +43 shares

    0.3% of the 13F portfolio, value $338,237.

    13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,418 shares
    Change vs previous 13F +190 shares

    0.29% of the 13F portfolio, value $286,139.

    13F-HR 0002011649-25-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    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 1,228 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $254,933.

    13F-HR 0002011649-24-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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