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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

WM holding history

Waste Management Inc in every 13F filed by Lowe Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
102
Value
$22.5K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of WM by Lowe Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025102$22.5K<0.1%−20−16.4%ReducedHolders
Q2 2025122$27.9K<0.1%00.0%UnchangedHolders
Q1 2025122$28.2K<0.1%00.0%UnchangedHolders
Q4 2024122$24.6K<0.1%+20+19.6%AddedHolders
Q3 2024102$21.2K<0.1%00.0%UnchangedHolders
Q2 2024102$21.8K<0.1%00.0%UnchangedHolders
Q1 2024102$21.7K<0.1%00.0%UnchangedHolders
Q4 2023102$18.3K<0.1%00.0%UnchangedHolders
Q3 2023102$15.5K<0.1%00.0%UnchangedHolders
Q2 2023102$17.7K<0.1%00.0%UnchangedHolders
Q1 2023102$16.6K<0.1%00.0%UnchangedHolders
Q4 2022102$16.0K<0.1%00.0%UnchangedHolders
Q3 2022102$16.0K<0.1%00.0%UnchangedHolders
Q2 2022102$16.0K<0.1%00.0%UnchangedHolders
Q1 2022102$16.0K<0.1%00.0%UnchangedHolders
Q4 2021102$17.0K<0.1%00.0%UnchangedHolders
Q3 2021102$15.0K<0.1%00.0%UnchangedHolders
Q2 2021102$14.0K<0.1%00.0%UnchangedHolders
Q1 2021102$13.0K<0.1%––Holders

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