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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

WM holding history

Waste Management Inc in every 13F filed by TRUE Private Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of WM by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−924−100.0%Sold outHolders
Q4 2025924$203.0K<0.1%+924NewHolders
Q2 20250$00.0%−955−100.0%Sold outHolders
Q1 2025955$221.1K<0.1%−49−4.9%ReducedHolders
Q4 20241,004$202.6K<0.1%+19+1.9%AddedHolders
Q3 2024985$204.5K<0.1%−1,513−60.6%ReducedHolders
Q2 20242,498$533.0K0.1%+1,491+148.1%AddedHolders
Q1 20241,007$214.7K<0.1%+1,007NewHolders
Q4 20220$00.0%−1,765−100.0%Sold outHolders
Q3 20221,765$282.0K<0.1%00.0%UnchangedHolders
Q2 20221,765$270.0K<0.1%−3−0.2%ReducedHolders
Q1 20221,768$287.0K<0.1%−52−2.9%ReducedHolders
Q4 20211,820$303.0K<0.1%+251+16.0%AddedHolders
Q3 20211,569$234.0K<0.1%00.0%UnchangedHolders
Q2 20211,569$219.0K<0.1%−311−16.5%ReducedHolders
Q1 20211,880$243.0K<0.1%––Holders

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