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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

WM holding history

Waste Management Inc in every 13F filed by Wealthspire 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)
11,674
Value
$2.60M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,674$2.60M<0.1%+4,404+60.6%AddedHolders
Q1 20267,270$1.67M<0.1%−1,030−12.4%ReducedHolders
Q4 20258,300$1.82M<0.1%+1,476+21.6%AddedHolders
Q3 20256,824$1.51M<0.1%−41−0.6%ReducedHolders
Q2 20256,865$1.57M<0.1%+29+0.4%AddedHolders
Q1 20256,836$1.58M<0.1%+222+3.4%AddedHolders
Q4 20246,614$1.33M<0.1%+715+12.1%AddedHolders
Q3 20245,899$1.22M<0.1%−275−4.5%ReducedHolders
Q2 20246,174$1.32M<0.1%+628+11.3%AddedHolders
Q1 20245,546$1.18M<0.1%−542−8.9%ReducedHolders
Q4 20236,088$1.09M<0.1%+456+8.1%AddedHolders
Q3 20235,632$858.5K<0.1%+1,328+30.9%AddedHolders
Q2 20234,304$746.4K<0.1%−247−5.4%ReducedHolders
Q1 20234,551$742.6K<0.1%−907−16.6%ReducedHolders
Q4 20225,458$856.2K<0.1%+1,187+27.8%AddedHolders
Q3 20224,271$684.0K<0.1%−611−12.5%ReducedHolders
Q2 20224,882$747.0K<0.1%+708+17.0%AddedHolders
Q1 20224,174$662.0K<0.1%−1,281−23.5%ReducedHolders
Q4 20215,455$910.0K<0.1%−1,757−24.4%ReducedHolders
Q3 20217,212$1.08M<0.1%+7,212NewHolders
Q2 20210$00.0%−7,889−100.0%Sold outHolders
Q1 20217,889$1.02M<0.1%––Holders

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