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Livermore
Livermore
ZHEN

RBA Wealth Management, LLC

SEC CIK
0001776296
Latest filing
Jul 23, 2026

WM holding history

Waste Management Inc in every 13F filed by RBA Wealth Management, 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)
28,816
Value
$6.42M
% of portfolio
2.4%
Quarters held
19
Since Q4 2021
Holdings of WM by RBA Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,816$6.42M2.4%−2,953−9.3%ReducedHolders
Q1 202631,769$7.30M2.6%−257−0.8%ReducedHolders
Q4 202532,026$7.04M2.4%+189+0.6%AddedHolders
Q3 202531,837$7.03M2.4%+166+0.5%AddedHolders
Q2 202531,671$7.25M2.7%−173−0.5%ReducedHolders
Q1 202531,844$7.37M2.9%+137+0.4%AddedHolders
Q4 202431,707$6.40M2.4%−140−0.4%ReducedHolders
Q3 202431,847$6.61M2.5%+209+0.7%AddedHolders
Q2 202431,638$6.75M2.7%+120.0%AddedHolders
Q1 202431,626$6.74M2.7%−424−1.3%ReducedHolders
Q4 202332,050$5.74M2.5%+222+0.7%AddedHolders
Q3 202331,828$4.85M2.3%+300+1.0%AddedHolders
Q2 202331,528$5.47M2.5%+139+0.4%AddedHolders
Q1 202331,389$5.12M2.5%+733+2.4%AddedHolders
Q4 202230,656$4.81M2.5%+304+1.0%AddedHolders
Q3 202230,352$4.86M2.8%−56−0.2%ReducedHolders
Q2 202230,408$4.65M2.6%+471+1.6%AddedHolders
Q1 202229,937$4.75M2.3%+449+1.5%AddedHolders
Q4 202129,488$4.92M2.3%+29,488NewHolders