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Disclosery

Zions Bancorporation, N.A.: WM position timeline

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

Zions Bancorporation, N.A. held 8,587 WM shares at 2024-12-31 per its 13F-HR filed 2025-02-11.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,587 shares
    Change vs previous 13F +2,630 shares

    0.11% of the 13F portfolio, value $1,732,771.

    13F-HR 0001666757-25-000001 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,957 shares
    Change vs previous 13F +913 shares

    0.09% of the 13F portfolio, value $1,236,673.

    13F-HR 0001666757-24-000009 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 5,044 shares
    Change vs previous 13F -2,855 shares

    0.09% of the 13F portfolio, value $1,076,087.

    13F-HR 0001666757-24-000005 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 7,899 shares
    Change vs previous 13F -602 shares

    0.12% of the 13F portfolio, value $1,683,672.

    13F-HR 0001666757-24-000003 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 8,501 shares
    Change vs previous 13F +927 shares

    0.1% of the 13F portfolio, value $1,522,529.

    13F-HR 0001666757-24-000001 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,574 shares
    Change vs previous 13F +552 shares

    0.1% of the 13F portfolio, value $1,154,581.

    13F-HR 0001666757-23-000004 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 7,022 shares
    Change vs previous 13F -521 shares

    0.1% of the 13F portfolio, value $1,217,755.

    13F-HR 0001666757-23-000003 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 7,543 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,230,791.

    13F-HR 0001666757-23-000002 filed by Zions Bancorporation, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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