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Disclosery

YCG, LLC: WM position timeline

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

YCG, LLC held 192,912 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,912 shares
    Change vs previous 13F -27,750 shares

    3.78% of the 13F portfolio, value $42,996,227.

    13F-HR 0001584801-26-000004 filed by YCG, 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 220,662 shares
    Change vs previous 13F -24,878 shares

    4.59% of the 13F portfolio, value $50,705,921.

    13F-HR 0001584801-26-000003 filed by YCG, 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 245,540 shares
    Change vs previous 13F +753 shares

    4.07% of the 13F portfolio, value $53,947,594.

    13F-HR 0001584801-26-000002 filed by YCG, 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 244,787 shares
    Change vs previous 13F +7,988 shares

    4.06% of the 13F portfolio, value $54,056,400.

    13F-HR 0001584801-25-000008 filed by YCG, 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 236,799 shares
    Change vs previous 13F -11,993 shares

    4.19% of the 13F portfolio, value $54,184,303.

    13F-HR 0001584801-25-000004 filed by YCG, 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 248,792 shares
    Change vs previous 13F -1,061 shares

    4.51% of the 13F portfolio, value $57,597,815.

    13F-HR 0001584801-25-000003 filed by YCG, 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 249,853 shares
    Change vs previous 13F +381 shares

    4.01% of the 13F portfolio, value $50,417,836.

    13F-HR 0001584801-25-000001 filed by YCG, 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 249,472 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $51,790,403.

    13F-HR 0001584801-24-000006 filed by YCG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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