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Disclosery

World Investment Advisors: WM position timeline

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

World Investment Advisors held 17,727 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,727 shares
    Change vs previous 13F -960 shares

    0.07% of the 13F portfolio, value $4,053,776.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 18,687 shares
    Change vs previous 13F -29 shares

    0.07% of the 13F portfolio, value $4,294,274.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 18,716 shares
    Change vs previous 13F +5,284 shares

    0.07% of the 13F portfolio, value $4,112,051.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 13,432 shares
    Change vs previous 13F +457 shares

    0.06% of the 13F portfolio, value $2,966,088.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 12,975 shares
    Change vs previous 13F -86 shares

    0.07% of the 13F portfolio, value $2,969,127.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 13,061 shares
    Change vs previous 13F +632 shares

    0.08% of the 13F portfolio, value $3,023,781.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 12,429 shares
    Change vs previous 13F +3,016 shares

    0.07% of the 13F portfolio, value $2,507,930.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 9,413 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,954,071.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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