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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

WM holding history

Waste Management Inc in every 13F filed by Merit Financial Group, 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)
16,656
Value
$3.71M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WM by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,656$3.71M<0.1%+88+0.5%AddedHolders
Q1 202616,568$3.81M<0.1%+595+3.7%AddedHolders
Q4 202515,973$3.51M<0.1%+3,233+25.4%AddedHolders
Q3 202512,740$2.81M<0.1%+836+7.0%AddedHolders
Q2 202511,904$2.72M<0.1%+1,611+15.7%AddedHolders
Q1 202510,293$2.38M<0.1%+1,519+17.3%AddedHolders
Q4 20248,774$1.77M<0.1%+3,003+52.0%AddedHolders
Q3 20245,771$1.20M<0.1%−2,054−26.2%ReducedHolders
Q2 20247,825$1.67M<0.1%+396+5.3%AddedHolders
Q1 20247,429$1.54M<0.1%+399+5.7%AddedHolders
Q4 20237,030$1.26M<0.1%+397+6.0%AddedHolders
Q3 20236,633$1.01M<0.1%+194+3.0%AddedHolders
Q2 20236,439$1.12M<0.1%+442+7.4%AddedHolders
Q1 20235,997$978.6K<0.1%+94+1.6%AddedHolders
Q4 20225,903$926.1K<0.1%+55+0.9%AddedHolders
Q3 20225,848$937.0K<0.1%+392+7.2%AddedHolders
Q2 20225,456$835.0K<0.1%+18+0.3%AddedHolders
Q1 20225,438$862.0K0.1%−489−8.3%ReducedHolders
Q4 20215,927$989.0K0.1%+15+0.3%AddedHolders
Q3 20215,912$883.0K0.1%+62+1.1%AddedHolders
Q2 20215,850$820.0K0.1%+12+0.2%AddedHolders
Q1 20215,838$753.0K0.1%––Holders

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