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Disclosery

Fiduciary Trust Co: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Trust Co on WM, newest first. How the timeline and the estimate are built.

Fiduciary Trust Co held 19,849 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,849 shares
    Change vs previous 13F +203 shares

    0.05% of the 13F portfolio, value $4,423,885.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 19,646 shares
    Change vs previous 13F -848 shares

    0.05% of the 13F portfolio, value $4,514,392.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 20,494 shares
    Change vs previous 13F -2,167 shares

    0.05% of the 13F portfolio, value $4,502,776.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 22,661 shares
    Change vs previous 13F +106 shares

    0.06% of the 13F portfolio, value $5,004,182.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 22,555 shares
    Change vs previous 13F -103 shares

    0.06% of the 13F portfolio, value $5,161,015.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 22,658 shares
    Change vs previous 13F +8,235 shares

    0.07% of the 13F portfolio, value $5,245,494.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 14,423 shares
    Change vs previous 13F +2,029 shares

    0.04% of the 13F portfolio, value $2,910,503.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 12,394 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,572,923.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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