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Disclosery

Vident Advisory, LLC: WM position timeline

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

Vident Advisory, LLC held 31,114 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,114 shares
    Change vs previous 13F +303 shares

    0.05% of the 13F portfolio, value $6,934,716.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 30,811 shares
    Change vs previous 13F +7,748 shares

    0.06% of the 13F portfolio, value $7,080,131.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 23,063 shares
    Change vs previous 13F -97 shares

    0.05% of the 13F portfolio, value $5,067,231.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 23,160 shares
    Change vs previous 13F +4,963 shares

    0.05% of the 13F portfolio, value $5,114,470.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 18,197 shares
    Change vs previous 13F +5,442 shares

    0.05% of the 13F portfolio, value $4,163,950.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 12,755 shares
    Change vs previous 13F -12,218 shares

    0.04% of the 13F portfolio, value $2,953,246.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 24,973 shares
    Change vs previous 13F +16,377 shares

    0.09% of the 13F portfolio, value $5,039,524.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 8,596 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,784,738.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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