Skip to content
Disclosery

VISION FINANCIAL MARKETS LLC: WM position timeline

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

VISION FINANCIAL MARKETS LLC held 5,504 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,504 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $1,230,212.

    13F-HR 0001378145-26-000008 filed by VISION FINANCIAL MARKETS 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 5,504 shares
    Change vs previous 13F -300 shares

    1.23% of the 13F portfolio, value $1,264,765.

    13F-HR 0001378145-26-000007 filed by VISION FINANCIAL MARKETS 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 5,804 shares
    Change vs previous 13F -390 shares

    1.3% of the 13F portfolio, value $1,275,197.

    13F-HR 0001378145-26-000004 filed by VISION FINANCIAL MARKETS 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 6,194 shares
    Change vs previous 13F -200 shares

    1.17% of the 13F portfolio, value $1,367,822.

    13F-HR 0001378145-25-000018 filed by VISION FINANCIAL MARKETS 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 6,394 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $1,463,076.

    13F-HR 0001378145-25-000013 filed by VISION FINANCIAL MARKETS 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 6,394 shares
    Change vs previous 13F 0 shares

    1.61% of the 13F portfolio, value $1,480,275.

    13F-HR 0001378145-25-000011 filed by VISION FINANCIAL MARKETS 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 6,394 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,290,246.

    13F-HR 0001378145-25-000004 filed by VISION FINANCIAL MARKETS LLC
    Filed (acceptance time not in the bulk data set), ingested

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