Position in WM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$35,686,846
+$1,587,415 QoQ
Shares Held
155,302
+0.1% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
All Filings in WM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,686,846 | 155,302 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $34,099,431 | 155,202 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $33,610,326 | 152,200 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $34,506,056 | 150,800 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $34,564,443 | 149,300 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $32,286,400 | 160,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $32,240,280 | 155,300 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $34,198,402 | 160,300 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $34,722,135 | 162,900 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $34,655,850 | 193,500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $30,122,144 | 197,600 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $33,591,454 | 193,700 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $33,580,386 | 205,800 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $31,046,552 | 197,900 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $36,944,426 | 230,600 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $37,281,226 | 243,700 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $48,294,950 | 304,700 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $54,058,910 | 323,900 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $47,048,400 | 315,000 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $43,476,133 | 310,300 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $43,858,167 | 371,900 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $41,782,364 | 369,200 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $38,328,829 | 361,900 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $33,534,488 | 362,300 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||