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Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

WM holding history

Waste Management Inc in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of WM by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−53−100.0%Sold outHolders
Q4 202353$9.49K<0.1%+53NewHolders
Q1 20230$00.0%−4−100.0%Sold outHolders
Q4 20224$628<0.1%00.0%UnchangedHolders
Q3 20224$1.00K<0.1%+4NewHolders
Q4 20210$00.0%−175−100.0%Sold outHolders
Q3 2021175$26.0K<0.1%−119−40.5%ReducedHolders
Q2 2021294$41.0K<0.1%+175+147.1%AddedHolders
Q1 2021119$15.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.