Skip to main content
Livermore
Livermore
ZHEN

Winch Advisory Services, LLC

SEC CIK
0001585822
Latest filing
Aug 6, 2026

WM holding history

Waste Management Inc in every 13F filed by Winch Advisory Services, 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 (Q2 2026)
1,082
Value
$241.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WM by Winch Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,082$241.2K0.1%+2+0.2%AddedHolders
Q1 20261,080$248.2K0.1%+2+0.2%AddedHolders
Q4 20251,078$236.9K0.1%+1+0.1%AddedHolders
Q3 20251,077$237.7K0.1%−48−4.3%ReducedHolders
Q2 20251,125$257.4K0.1%+2+0.2%AddedHolders
Q1 20251,123$260.1K0.1%−30−2.6%ReducedHolders
Q4 20241,153$232.6K0.1%+2+0.2%AddedHolders
Q3 20241,151$239.0K0.1%+47+4.3%AddedHolders
Q2 20241,104$235.6K0.1%+1+0.1%AddedHolders
Q1 20241,103$235.1K0.1%+2+0.2%AddedHolders
Q4 20231,101$197.3K0.1%+1+0.1%AddedHolders
Q3 20231,100$168.0K0.1%+2+0.2%AddedHolders
Q2 20231,098$190.0K0.1%+167+17.9%AddedHolders
Q1 2023931$152.0K0.1%00.0%UnchangedHolders
Q4 2022931$146.0K0.1%+126+15.7%AddedHolders
Q3 2022805$129.0K0.1%−8−1.0%ReducedHolders
Q2 2022813$124.0K0.1%+4+0.5%AddedHolders
Q1 2022809$128.0K<0.1%−1−0.1%ReducedHolders
Q4 2021810$135.0K<0.1%00.0%UnchangedHolders
Q3 2021810$121.0K<0.1%+1+0.1%AddedHolders
Q2 2021809$113.0K<0.1%+3+0.4%AddedHolders
Q1 2021806$104.0K<0.1%––Holders

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