Independent Advisor Alliance

SEC CIK: 0001696899
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

WM holding history

Waste Management Inc in every 13F filed by Independent Advisor Alliance, 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): 18,572
Value: $4.14M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WM by Independent Advisor Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,572	$4.14M	0.1%	−241−1.3%	Reduced	Holders
Q1 2026	18,813	$4.32M	<0.1%	−25,005−57.1%	Reduced	Holders
Q4 2025	43,818	$9.63M	0.2%	−4,236−8.8%	Reduced	Holders
Q3 2025	48,054	$10.6M	0.3%	−3,725−7.2%	Reduced	Holders
Q2 2025	51,779	$11.8M	0.3%	−6,374−11.0%	Reduced	Holders
Q1 2025	58,153	$13.5M	0.4%	−4,803−7.6%	Reduced	Holders
Q4 2024	62,956	$12.7M	0.2%	+1,769+2.9%	Added	Holders
Q3 2024	61,187	$12.7M	0.5%	+10,906+21.7%	Added	Holders
Q2 2024	50,281	$10.7M	0.4%	−4,963−9.0%	Reduced	Holders
Q1 2024	55,244	$11.8M	0.4%	+819+1.5%	Added	Holders
Q4 2023	54,425	$9.75M	0.4%	−123−0.2%	Reduced	Holders
Q3 2023	54,548	$8.32M	0.4%	−2,326−4.1%	Reduced	Holders
Q2 2023	56,874	$9.86M	0.4%	−81−0.1%	Reduced	Holders
Q1 2023	56,955	$9.29M	0.4%	−5,974−9.5%	Reduced	Holders
Q4 2022	62,929	$9.87M	1.2%	−549−0.9%	Reduced	Holders
Q3 2022	63,478	$10.2M	0.6%	−2,287−3.5%	Reduced	Holders
Q2 2022	65,765	$10.1M	0.6%	−541−0.8%	Reduced	Holders
Q1 2022	66,306	$10.5M	0.5%	−1,364−2.0%	Reduced	Holders
Q4 2021	67,670	$11.3M	0.6%	−51−0.1%	Reduced	Holders
Q3 2021	67,721	$10.1M	0.6%	+2,624+4.0%	Added	Holders
Q2 2021	65,097	$9.12M	0.5%	−12,439−16.0%	Reduced	Holders
Q1 2021	77,536	$10.0M	0.6%	–	–	Holders

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