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Disclosery

Zullo Investment Group, Inc.: WM position timeline

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

Zullo Investment Group, Inc. held 2,070 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,070 shares
    Change vs previous 13F -310 shares

    0.16% of the 13F portfolio, value $461,467.

    13F-HR 0001909760-26-000003 filed by Zullo Investment Group, 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 2,380 shares
    Change vs previous 13F -43 shares

    0.21% of the 13F portfolio, value $547,099.

    13F-HR 0001909760-26-000002 filed by Zullo Investment Group, 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 2,423 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $532,452.

    13F-HR 0001909760-26-000001 filed by Zullo Investment Group, 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 2,422 shares
    Change vs previous 13F -73 shares

    0.2% of the 13F portfolio, value $534,878.

    13F-HR 0001909760-25-000002 filed by Zullo Investment Group, 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 2,495 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $571,098.

    13F-HR 0001085146-25-004138 filed by Zullo Investment Group, 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 2,490 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $576,376.

    13F-HR 0001085146-25-002533 filed by Zullo Investment Group, 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 2,486 shares
    Change vs previous 13F -75 shares

    0.2% of the 13F portfolio, value $501,734.

    13F-HR 0001085146-25-000702 filed by Zullo Investment Group, 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 2,561 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $531,701.

    13F-HR 0001085146-24-004857 filed by Zullo Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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