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Disclosery

GUARDIAN CAPITAL LP: WM position timeline

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

GUARDIAN CAPITAL LP held 110,688 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 110,688 shares
    Change vs previous 13F +5,300 shares

    0.47% of the 13F portfolio, value $24,670,142.

    13F-HR 0001062993-26-004401 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 110,620 shares
    • Guardian Partners Inc.: 68 shares

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

  2. period ended2026-03-31
    13F 105,388 shares
    Change vs previous 13F +13,960 shares

    0.64% of the 13F portfolio, value $24,217,109.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    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 91,428 shares
    Change vs previous 13F -3,897 shares

    0.6% of the 13F portfolio, value $20,087,646.

    13F-HR 0001062993-26-001013 filed by GUARDIAN CAPITAL LP
    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 95,325 shares
    Change vs previous 13F +6,991 shares

    0.68% of the 13F portfolio, value $21,050,620.

    13F-HR 0001062993-25-016671 filed by GUARDIAN CAPITAL LP
    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 88,334 shares
    Change vs previous 13F +2,191 shares

    0.71% of the 13F portfolio, value $20,212,586.

    13F-HR 0001062993-25-013803 filed by GUARDIAN CAPITAL LP
    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 86,143 shares
    Change vs previous 13F +140 shares

    0.79% of the 13F portfolio, value $19,942,966.

    13F-HR 0001062993-25-009339 filed by GUARDIAN CAPITAL LP
    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 86,003 shares
    Change vs previous 13F +469 shares

    0.65% of the 13F portfolio, value $17,354,545.

    13F-HR 0001062993-25-002571 filed by GUARDIAN CAPITAL LP
    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 85,534 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $17,756,858.

    13F-HR 0001062993-24-018774 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

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