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Disclosery

VestGen Advisors, LLC: WM position timeline

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

VestGen Advisors, LLC held 11,644 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 11,644 shares
    Change vs previous 13F -559 shares

    0.08% of the 13F portfolio, value $2,595,324.

    13F-HR 0002050130-26-000005 filed by VestGen 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 12,203 shares
    Change vs previous 13F -3,316 shares

    0.07% of the 13F portfolio, value $2,655,935.

    13F-HR 0002050130-26-000004 filed by VestGen 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 15,519 shares
    Change vs previous 13F +4,640 shares

    0.15% of the 13F portfolio, value $3,409,701.

    13F-HR 0002050130-26-000001 filed by VestGen 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 10,879 shares
    Change vs previous 13F +1,020 shares

    0.08% of the 13F portfolio, value $2,402,482.

    13F-HR 0002050130-25-000006 filed by VestGen 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 9,859 shares
    Change vs previous 13F -11,410 shares

    0.09% of the 13F portfolio, value $2,255,836.

    13F-HR 0002050130-25-000005 filed by VestGen 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 21,269 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,924,016.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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