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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

WM holding history

Waste Management Inc in every 13F filed by River 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 Q2 2026 holdings

Shares (Q2 2026)
33,652
Value
$7.50M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of WM by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,652$7.50M0.8%+308+0.9%AddedHolders
Q1 202633,344$7.66M0.9%+2,849+9.3%AddedHolders
Q4 202530,495$6.70M0.8%+3,130+11.4%AddedHolders
Q3 202527,365$6.04M0.7%+2,048+8.1%AddedHolders
Q2 202525,317$5.79M0.7%+1,447+6.1%AddedHolders
Q1 202523,870$5.53M0.8%+1,300+5.8%AddedHolders
Q4 202422,570$4.55M0.6%+2,717+13.7%AddedHolders
Q3 202419,853$4.12M0.5%+1,424+7.7%AddedHolders
Q2 202418,429$3.93M0.6%+1,213+7.0%AddedHolders
Q1 202417,216$3.67M0.5%+2,171+14.4%AddedHolders
Q4 202315,045$2.69M0.4%+1,142+8.2%AddedHolders
Q3 202313,903$2.12M0.4%+678+5.1%AddedHolders
Q2 202313,225$2.29M0.4%+1,261+10.5%AddedHolders
Q1 202311,964$1.95M0.4%+3,493+41.2%AddedHolders
Q4 20228,471$1.33M0.3%+1,239+17.1%AddedHolders
Q3 20227,232$1.16M0.3%−512−6.6%ReducedHolders
Q2 20227,744$1.19M0.2%−189−2.4%ReducedHolders
Q1 20227,933$1.26M0.2%+984+14.2%AddedHolders
Q4 20216,949$1.16M0.2%+604+9.5%AddedHolders
Q3 20216,345$948.0K0.2%+1,004+18.8%AddedHolders
Q2 20215,341$748.0K0.1%+190+3.7%AddedHolders
Q1 20215,151$665.0K0.1%––Holders

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