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Disclosery

Weinberger Asset Management, Inc: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weinberger Asset Management, Inc on WM, newest first. How the timeline and the estimate are built.

Weinberger Asset Management, Inc held 2,620 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,620 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $593,561.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, Inc
    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 2,617 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $601,360.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, Inc
    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 2,609 shares
    Change vs previous 13F -9 shares

    0.21% of the 13F portfolio, value $573,223.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, Inc
    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 2,618 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $578,133.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, Inc
    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 2,529 shares
    Change vs previous 13F -4 shares

    0.22% of the 13F portfolio, value $578,686.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, Inc
    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 2,533 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $586,415.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, Inc
    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 2,531 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $510,730.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 2,531 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $525,436.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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