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Livermore
Livermore
ZHEN

Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

WM holding history

Waste Management Inc in every 13F filed by Keebeck 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)
18,993
Value
$4.23M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of WM by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,993$4.23M0.4%+409+2.2%AddedHolders
Q1 202618,584$4.27M0.5%+357+2.0%AddedHolders
Q4 202518,227$4.00M0.5%−57−0.3%ReducedHolders
Q3 202518,284$4.04M0.5%−322−1.7%ReducedHolders
Q2 202518,606$4.26M0.6%−38−0.2%ReducedHolders
Q1 202518,644$4.32M0.6%−170−0.9%ReducedHolders
Q4 202418,814$3.80M0.5%+2,758+17.2%AddedHolders
Q3 202416,056$3.33M0.5%00.0%UnchangedHolders
Q2 202416,056$3.43M0.5%+50+0.3%AddedHolders
Q1 202416,006$3.41M0.5%−120−0.7%ReducedHolders
Q4 202316,126$2.89M0.5%+3,180+24.6%AddedHolders
Q3 202312,946$1.97M0.3%00.0%UnchangedHolders
Q2 202312,946$2.25M0.3%+30+0.2%AddedHolders
Q1 202312,916$2.11M0.3%00.0%UnchangedHolders
Q4 202212,916$2.03M0.4%+3,342+34.9%AddedHolders
Q3 20229,574$1.53M0.3%−235−2.4%ReducedHolders
Q2 20229,809$1.50M0.3%+284+3.0%AddedHolders
Q1 20229,525$1.51M0.3%+1,750+22.5%AddedHolders
Q4 20217,775$1.30M0.2%+2,204+39.6%AddedHolders
Q3 20215,571$832.0K0.2%00.0%UnchangedHolders
Q2 20215,571$781.0K0.1%00.0%UnchangedHolders
Q1 20215,571$719.0K0.1%––Holders

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