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Livermore
Livermore
ZHEN

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

WM holding history

Waste Management Inc in every 13F filed by LWM Advisory Services, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2022
Holdings of WM by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,582−100.0%Sold outHolders
Q3 20251,582$349.4K0.2%+7+0.4%AddedHolders
Q2 20251,575$360.4K0.2%00.0%UnchangedHolders
Q1 20251,575$364.6K0.3%+75+5.0%AddedHolders
Q4 20241,500$302.7K0.2%00.0%UnchangedHolders
Q3 20241,500$311.4K0.2%00.0%UnchangedHolders
Q2 20241,500$320.0K0.3%00.0%UnchangedHolders
Q1 20241,500$319.7K0.3%00.0%UnchangedHolders
Q4 20231,500$268.6K0.2%00.0%UnchangedHolders
Q3 20231,500$228.7K0.2%00.0%UnchangedHolders
Q2 20231,500$260.1K0.3%00.0%UnchangedHolders
Q1 20231,500$244.8K0.3%00.0%UnchangedHolders
Q4 20221,500$235.3K0.3%−466−23.7%ReducedHolders
Q3 20221,966$315.0K0.4%+66+3.5%AddedHolders
Q2 20221,900$291.0K0.3%+1,900NewHolders