Vigilant Capital Management, LLC: WM position timeline

Vigilant Capital Management, LLC held 170,723 WM shares at 2023-06-30 per its 13F-HR filed 2023-08-08.

the latest 13F is the newest step

1. period ended2023-06-30

   13F 170,723 shares

   Change vs previous 13F +1,010 shares

   2.21% of the 13F portfolio, value $29,607,000.

   13F-HR 0001667731-23-000362 filed by Vigilant Capital Management, LLC
   Filed 2023-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

2. period ended2023-03-31

   13F 169,713 shares

   Change vs previous 13F +152 shares

   2.25% of the 13F portfolio, value $27,692,000.

   13F-HR 0001425845-23-000006 filed by Vigilant Capital Management, LLC
   Filed 2023-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

3. period ended2022-12-31

   13F 169,561 shares

   Change vs previous 13F -4,237 shares

   2.27% of the 13F portfolio, value $26,601,000.

   13F-HR 0001425845-23-000003 filed by Vigilant Capital Management, LLC
   Filed 2023-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

4. period ended2022-09-30

   13F 173,798 shares

   Change vs previous 13F -150 shares

   2.62% of the 13F portfolio, value $27,844,000.

   13F-HR 0001425845-22-000013 filed by Vigilant Capital Management, LLC
   Filed 2022-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

5. period ended2022-06-30

   13F 173,948 shares

   Change vs previous 13F +5,527 shares

   2.3% of the 13F portfolio, value $26,611,000.

   13F-HR 0001425845-22-000008 filed by Vigilant Capital Management, LLC
   Filed 2022-07-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

6. period ended2022-03-31

   13F 168,421 shares

   Change vs previous 13F +8,188 shares

   2.04% of the 13F portfolio, value $26,695,000.

   13F-HR 0001425845-22-000005 filed by Vigilant Capital Management, LLC
   Filed 2022-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

7. period ended2021-12-31

   13F 160,233 shares

   Change vs previous 13F +1,330 shares

   1.87% of the 13F portfolio, value $26,743,000.

   13F-HR 0001425845-22-000002 filed by Vigilant Capital Management, LLC
   Filed 2022-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

8. period ended2021-09-30

   13F 158,903 shares

   Change vs previous 13F not available

   1.9% of the 13F portfolio, value $23,734,000.

   13F-HR 0001425845-21-000011 filed by Vigilant Capital Management, LLC
   Filed 2021-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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