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Disclosery

VeraBank, N.A.: WM position timeline

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

VeraBank, N.A. held 6,271 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,271 shares
    Change vs previous 13F -27 shares

    0.23% of the 13F portfolio, value $1,397,680.

    13F-HR 0001767297-26-000003 filed by VeraBank, N.A.
    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 6,298 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,447,217.

    13F-HR 0001767297-26-000002 filed by VeraBank, N.A.
    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 6,298 shares
    Change vs previous 13F -157 shares

    0.25% of the 13F portfolio, value $1,383,734.

    13F-HR 0001767297-26-000001 filed by VeraBank, N.A.
    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 6,455 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,425,458.

    13F-HR 0001767297-25-000007 filed by VeraBank, N.A.
    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 6,455 shares
    Change vs previous 13F +823 shares

    0.3% of the 13F portfolio, value $1,477,033.

    13F-HR 0001767297-25-000005 filed by VeraBank, N.A.
    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 5,632 shares
    Change vs previous 13F -753 shares

    0.36% of the 13F portfolio, value $1,303,864.

    13F-HR 0001767297-25-000002 filed by VeraBank, N.A.
    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 6,385 shares
    Change vs previous 13F -22 shares

    0.36% of the 13F portfolio, value $1,288,429.

    13F-HR 0001767297-25-000001 filed by VeraBank, N.A.
    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 6,407 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,330,093.

    13F-HR 0001767297-24-000004 filed by VeraBank, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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