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Disclosery

LGT Group Foundation: WM position timeline

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

LGT Group Foundation held 8,735 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,735 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $1,946,856.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 8,780 shares
    Change vs previous 13F -691 shares

    0.02% of the 13F portfolio, value $2,017,556.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 9,471 shares
    Change vs previous 13F -759 shares

    0.02% of the 13F portfolio, value $2,103,699.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 10,230 shares
    Change vs previous 13F +214 shares

    0.03% of the 13F portfolio, value $2,249,270.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 10,016 shares
    Change vs previous 13F -938 shares

    0.03% of the 13F portfolio, value $2,291,861.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 10,954 shares
    Change vs previous 13F -467 shares

    0.03% of the 13F portfolio, value $2,535,962.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 11,421 shares
    Change vs previous 13F -832 shares

    0.04% of the 13F portfolio, value $2,304,644.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 12,253 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,540,293.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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