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New York Life Investment Management LLC: WMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New York Life Investment Management LLC on WMS, newest first. How the timeline and the estimate are built.

New York Life Investment Management LLC held 8,524 WMS 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 8,524 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $1,337,927.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management LLC
    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 8,546 shares
    Change vs previous 13F +2,651 shares

    0.01% of the 13F portfolio, value $1,171,913.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management LLC
    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 5,895 shares
    Change vs previous 13F -876 shares

    0.01% of the 13F portfolio, value $853,773.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management LLC
    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 6,771 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $939,138.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management LLC
    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 6,979 shares
    Change vs previous 13F -161 shares

    0.01% of the 13F portfolio, value $801,608.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management LLC
    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 7,140 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $775,761.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management LLC
    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 7,058 shares
    Change vs previous 13F -626 shares

    0.01% of the 13F portfolio, value $815,905.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management LLC
    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 7,684 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,207,617.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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