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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

WM holding history

Waste Management Inc in every 13F filed by Gradient Investments LLC, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of WM by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−653−100.0%Sold outHolders
Q2 2024653$139.2K<0.1%−13−2.0%ReducedHolders
Q1 2024666$141.9K<0.1%−2,160−76.4%ReducedHolders
Q4 20232,826$506.2K<0.1%−42,473−93.8%ReducedHolders
Q3 202345,299$6.91M0.2%+4,656+11.5%AddedHolders
Q2 202340,643$7.05M0.2%+2,413+6.3%AddedHolders
Q1 202338,230$6.24M0.2%+9,693+34.0%AddedHolders
Q4 202228,537$4.48M0.1%−12,092−29.8%ReducedHolders
Q3 202240,629$6.51M0.2%−697−1.7%ReducedHolders
Q2 202241,326$6.32M0.2%−8,871−17.7%ReducedHolders
Q1 202250,197$7.96M0.2%−3,934−7.3%ReducedHolders
Q4 202154,131$9.03M0.2%−84,044−60.8%ReducedHolders
Q3 2021138,175$20.6M0.6%−4,879−3.4%ReducedHolders
Q2 2021143,054$20.0M0.6%−3,288−2.2%ReducedHolders
Q1 2021146,342$18.9M0.6%––Holders

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