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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

WM holding history

Waste Management Inc in every 13F filed by BCS Wealth Management, 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)
925
Value
$206.2K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2024
Holdings of WM by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026925$206.2K<0.1%−52−5.3%ReducedHolders
Q1 2026977$224.5K<0.1%−977−50.0%ReducedHolders
Q4 20251,954$429.3K<0.1%+1,003+105.5%AddedHolders
Q3 2025951$210.0K<0.1%−64−6.3%ReducedHolders
Q2 20251,015$232.0K<0.1%+52+5.4%AddedHolders
Q1 2025963$223.0K0.1%+963NewHolders
Q4 20240$00.0%−967−100.0%Sold outHolders
Q3 2024967$201.0K0.1%−20−2.0%ReducedHolders
Q2 2024987$211.0K0.1%+987NewHolders