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Disclosery

Quilter Plc: WM position timeline

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

Quilter Plc held 69,271 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,271 shares
    Change vs previous 13F +415 shares

    0.23% of the 13F portfolio, value $15,439,120.

    13F-HR 0001770632-26-000003 filed by Quilter Plc
    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 68,856 shares
    Change vs previous 13F -33,417 shares

    0.28% of the 13F portfolio, value $15,822,420.

    13F-HR 0001770632-26-000002 filed by Quilter Plc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 102,273 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $21,231,874.

    13F-HR 0001770632-24-000017 filed by Quilter Plc
    Filed (acceptance time not in the bulk data set), ingested

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