Atlantic Union Bankshares Corp: WM position timeline

Atlantic Union Bankshares Corp held 62,859 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 62,859 shares

   Change vs previous 13F +2,601 shares

   0.23% of the 13F portfolio, value $14,010,043.

   13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 60,258 shares

   Change vs previous 13F +7,976 shares

   0.27% of the 13F portfolio, value $13,846,705.

   13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 52,282 shares

   Change vs previous 13F +1,917 shares

   0.22% of the 13F portfolio, value $11,486,887.

   13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 50,365 shares

   Change vs previous 13F +5,552 shares

   0.21% of the 13F portfolio, value $11,122,104.

   13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 44,813 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $10,254,112.

   13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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