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Disclosery

VAUGHAN DAVID INVESTMENTS LLC/IL: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN DAVID INVESTMENTS LLC/IL on WM, newest first. How the timeline and the estimate are built.

VAUGHAN DAVID INVESTMENTS LLC/IL held 203,505 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,505 shares
    Change vs previous 13F +3,530 shares

    0.9% of the 13F portfolio, value $45,357,000.

    13F-HR 0001063571-26-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 199,975 shares
    Change vs previous 13F +4,060 shares

    0.97% of the 13F portfolio, value $45,952,000.

    13F-HR 0001063571-26-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 195,915 shares
    Change vs previous 13F +10,695 shares

    0.94% of the 13F portfolio, value $43,044,000.

    13F-HR 0001063571-26-000001 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 185,220 shares
    Change vs previous 13F +183,720 shares

    0.88% of the 13F portfolio, value $40,902,000.

    13F-HR 0001063571-25-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,500 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $343,000.

    13F-HR 0001063571-25-000004 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,455 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $337,000.

    13F-HR 0001063571-25-000003 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,475 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $298,000.

    13F-HR 0001063571-25-000002 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    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 1,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,000.

    13F-HR 0001063571-24-000006 filed by VAUGHAN DAVID INVESTMENTS LLC/IL
    Filed (acceptance time not in the bulk data set), ingested

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