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Ameritas Investment Partners, Inc.: WM position timeline

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

Ameritas Investment Partners, Inc. held 25,384 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 25,384 shares
    Change vs previous 13F +15,219 shares

    0.06% of the 13F portfolio, value $5,657,601.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 10,537 shares
    • Ameritas Advisory Services, LLC: 14,847 shares

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

  2. period ended2026-03-31
    13F 10,165 shares
    Change vs previous 13F +484 shares

    0.04% of the 13F portfolio, value $2,335,853.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,380 shares
    • Ameritas Advisory Services, LLC: 6,785 shares

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

  3. period ended2025-12-31
    13F 9,681 shares
    Change vs previous 13F -4,042 shares

    0.04% of the 13F portfolio, value $2,126,953.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,380 shares
    • Ameritas Advisory Services, LLC: 6,301 shares

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

  4. period ended2025-09-30
    13F 13,723 shares
    Change vs previous 13F +3,199 shares

    0.06% of the 13F portfolio, value $3,030,245.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,441 shares
    • Ameritas Advisory Services, LLC: 10,282 shares

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

  5. period ended2025-06-30
    13F 10,524 shares
    Change vs previous 13F -2,043 shares

    0.05% of the 13F portfolio, value $2,408,211.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,542 shares
    • Ameritas Advisory Services, LLC: 6,982 shares

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

  6. period ended2025-03-31
    13F 12,567 shares
    Change vs previous 13F -2,031 shares

    0.05% of the 13F portfolio, value $2,685,487.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,542 shares
    • Ameritas Advisory Services, LLC: 9,025 shares

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

  7. period ended2024-12-31
    13F 14,598 shares
    Change vs previous 13F +3,460 shares

    0.05% of the 13F portfolio, value $2,945,629.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,621 shares
    • Ameritas Advisory Services, LLC: 10,977 shares

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

  8. period ended2024-09-30
    13F 11,138 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,312,193.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 3,761 shares
    • Ameritas Advisory Services, LLC: 7,377 shares

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