Ibex Wealth Advisors

SEC CIK: 0001686242
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WM holding history

Waste Management Inc in every 13F filed by Ibex Wealth Advisors, 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): 2,179
Value: $485.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of WM by Ibex Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,179	$485.7K	<0.1%	+10+0.5%	Added	Holders
Q1 2026	2,169	$498.4K	<0.1%	+2,169	New	Holders
Q4 2025	0	$0	0.0%	−2,401−100.0%	Sold out	Holders
Q3 2025	2,401	$530.2K	0.1%	+2,401	New	Holders