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Disclosery

XPONANCE LLC: WM position timeline

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

XPONANCE LLC held 81,050 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,050 shares
    Change vs previous 13F -26,921 shares

    0.11% of the 13F portfolio, value $18,064,424.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 107,971 shares
    Change vs previous 13F +7,891 shares

    0.18% of the 13F portfolio, value $24,810,656.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 100,080 shares
    Change vs previous 13F +5,178 shares

    0.16% of the 13F portfolio, value $21,988,577.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 94,902 shares
    Change vs previous 13F -1,265 shares

    0.17% of the 13F portfolio, value $20,957,209.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 96,167 shares
    Change vs previous 13F +2,314 shares

    0.18% of the 13F portfolio, value $22,004,933.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 93,853 shares
    Change vs previous 13F +1,875 shares

    0.21% of the 13F portfolio, value $21,727,908.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 91,978 shares
    Change vs previous 13F +2,746 shares

    0.17% of the 13F portfolio, value $18,560,241.

    13F-HR 0001085146-25-000963 filed by XPONANCE LLC
    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 89,232 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $18,524,563.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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