BTC Capital Management, Inc.: WM position timeline

BTC Capital Management, Inc. held 28,874 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 28,874 shares

   Change vs previous 13F +2,053 shares

   0.39% of the 13F portfolio, value $6,434,754.

   13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
   Filed 2026-07-16 (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 26,821 shares

   Change vs previous 13F +2,595 shares

   0.42% of the 13F portfolio, value $6,162,050.

   13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
   Filed 2026-04-20 (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 24,226 shares

   Change vs previous 13F -28,064 shares

   0.37% of the 13F portfolio, value $5,331,929.

   13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
   Filed 2026-01-15 (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 52,290 shares

   Change vs previous 13F +28,207 shares

   0.8% of the 13F portfolio, value $11,547,194.

   13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
   Filed 2025-11-06 (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 24,083 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $5,495,810.

   13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
   Filed 2025-07-11 (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).