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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WM holding history

Waste Management Inc in every 13F filed by Creative Planning, 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 (Q2 2026)
173,352
Value
$38.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026173,352$38.6M<0.1%−16,460−8.7%ReducedHolders
Q1 2026189,812$43.6M<0.1%+13,241+7.5%AddedHolders
Q4 2025176,571$38.8M<0.1%−1,164−0.7%ReducedHolders
Q3 2025177,735$39.2M<0.1%+20,565+13.1%AddedHolders
Q2 2025157,170$36.0M<0.1%+9,878+6.7%AddedHolders
Q1 2025147,292$34.1M<0.1%+8,598+6.2%AddedHolders
Q4 2024138,694$28.0M<0.1%+5,326+4.0%AddedHolders
Q3 2024133,368$27.7M<0.1%−690−0.5%ReducedHolders
Q2 2024134,058$28.6M<0.1%−6,440−4.6%ReducedHolders
Q1 2024140,498$29.9M<0.1%+4,044+3.0%AddedHolders
Q4 2023136,454$24.4M<0.1%−12,316−8.3%ReducedHolders
Q3 2023148,770$22.7M<0.1%+21,672+17.1%AddedHolders
Q2 2023127,098$22.0M<0.1%−4,655−3.5%ReducedHolders
Q1 2023131,753$21.5M<0.1%−516−0.4%ReducedHolders
Q4 2022132,269$20.8M<0.1%+1,592+1.2%AddedHolders
Q3 2022130,677$20.9M<0.1%−3,570−2.7%ReducedHolders
Q2 2022134,247$20.5M<0.1%+28,211+26.6%AddedHolders
Q1 2022106,036$16.8M<0.1%+22,341+26.7%AddedHolders
Q4 202183,695$14.0M<0.1%+150+0.2%AddedHolders
Q3 202183,545$12.5M<0.1%+604+0.7%AddedHolders
Q2 202182,941$11.6M<0.1%−3,077−3.6%ReducedHolders
Q1 202186,018$11.1M<0.1%––Holders

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