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TOMPKINS FINANCIAL CORP: WM position timeline

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

TOMPKINS FINANCIAL CORP held 61,739 WM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,739 shares
    Change vs previous 13F -1,266 shares

    0.89% of the 13F portfolio, value $12,589,817.

    13F-HR 0001999371-26-022081 filed by TOMPKINS FINANCIAL CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 63,005 shares
    Change vs previous 13F -582 shares

    0.98% of the 13F portfolio, value $14,042,554.

    13F-HR 0001999371-26-015086 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 63,587 shares
    Change vs previous 13F -907 shares

    1.16% of the 13F portfolio, value $14,611,657.

    13F-HR 0001999371-26-007945 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 64,494 shares
    Change vs previous 13F +324 shares

    1.1% of the 13F portfolio, value $14,169,977.

    13F-HR 0001999371-26-000492 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 64,170 shares
    Change vs previous 13F -479 shares

    1.19% of the 13F portfolio, value $14,170,661.

    13F-HR 0001999371-25-014892 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 64,649 shares
    Change vs previous 13F -3,036 shares

    1.36% of the 13F portfolio, value $14,792,985.

    13F-HR 0001999371-25-008914 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 67,685 shares
    Change vs previous 13F +6,166 shares

    1.5% of the 13F portfolio, value $15,669,754.

    13F-HR 0001999371-25-003938 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 61,519 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $12,413,919.

    13F-HR 0001999371-25-000338 filed by TOMPKINS FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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