Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

WM holding history

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

WM overview All 13F holders of WM Full Q2 2026 holdings

Shares (Q2 2026): 17,157
Value: $3.82M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of WM by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,157	$3.82M	0.1%	−1,231−6.7%	Reduced	Holders
Q1 2026	18,388	$4.23M	0.1%	−116−0.6%	Reduced	Holders
Q4 2025	18,504	$4.07M	0.1%	−534−2.8%	Reduced	Holders
Q3 2025	19,038	$4.20M	0.1%	+189+1.0%	Added	Holders
Q2 2025	18,849	$4.31M	0.1%	−335−1.7%	Reduced	Holders
Q1 2025	19,184	$4.44M	0.1%	+19,184	New	Holders
Q4 2024	0	$0	0.0%	−19,945−100.0%	Sold out	Holders
Q3 2024	19,945	$4.14M	0.1%	+137+0.7%	Added	Holders
Q2 2024	19,808	$4.23M	0.1%	+998+5.3%	Added	Holders
Q1 2024	18,810	$4.01M	0.1%	+1,399+8.0%	Added	Holders
Q4 2023	17,411	$3.10M	0.1%	+1,460+9.2%	Added	Holders
Q3 2023	15,951	$2.43M	0.1%	−1,124−6.6%	Reduced	Holders
Q2 2023	17,075	$2.96M	0.2%	+510+3.1%	Added	Holders
Q1 2023	16,565	$2.70M	0.2%	+576+3.6%	Added	Holders
Q4 2022	15,989	$2.51M	0.2%	+2,705+20.4%	Added	Holders
Q3 2022	13,284	$2.13M	0.2%	−260−1.9%	Reduced	Holders
Q2 2022	13,544	$2.07M	0.2%	+539+4.1%	Added	Holders
Q1 2022	13,005	$2.06M	0.1%	+21+0.2%	Added	Holders
Q4 2021	12,984	$2.17M	0.2%	−535−4.0%	Reduced	Holders
Q3 2021	13,519	$2.02M	0.2%	−121−0.9%	Reduced	Holders
Q2 2021	13,640	$1.91M	0.2%	+306+2.3%	Added	Holders
Q1 2021	13,334	$1.72M	0.2%	–	–	Holders

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