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Disclosery

Savant Capital, LLC: WM position timeline

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

Savant Capital, LLC held 64,267 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 64,267 shares
    Change vs previous 13F +42,811 shares

    0.04% of the 13F portfolio, value $14,519,325.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 21,456 shares
    Change vs previous 13F +3,152 shares

    0.02% of the 13F portfolio, value $4,930,478.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 18,304 shares
    Change vs previous 13F -1,478 shares

    0.02% of the 13F portfolio, value $4,021,645.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 19,782 shares
    Change vs previous 13F -8,773 shares

    0.03% of the 13F portfolio, value $4,368,457.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 28,555 shares
    Change vs previous 13F +1,688 shares

    0.05% of the 13F portfolio, value $6,534,028.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 26,867 shares
    Change vs previous 13F -152,933 shares

    0.05% of the 13F portfolio, value $6,219,932.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 179,800 shares
    Change vs previous 13F +4,771 shares

    0.29% of the 13F portfolio, value $36,281,761.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 175,029 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $36,335,971.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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