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RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

WM holding history

Waste Management Inc in every 13F filed by RMR Wealth Builders, 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)
5,942
Value
$1.32M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of WM by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,942$1.32M0.1%−7,817−56.8%ReducedHolders
Q1 202613,759$3.16M0.2%+2,224+19.3%AddedHolders
Q4 202511,535$2.53M0.2%+1,823+18.8%AddedHolders
Q3 20259,712$2.14M0.2%−440−4.3%ReducedHolders
Q2 202510,152$2.32M0.2%+543+5.7%AddedHolders
Q1 20259,609$2.22M0.2%+800+9.1%AddedHolders
Q4 20248,809$1.78M0.2%+984+12.6%AddedHolders
Q3 20247,825$1.62M0.2%+210+2.8%AddedHolders
Q2 20247,615$1.62M0.2%+793+11.6%AddedHolders
Q1 20246,822$1.45M0.2%+1,395+25.7%AddedHolders
Q4 20235,427$971.9K0.1%+1,248+29.9%AddedHolders
Q3 20234,179$637.1K0.1%+2,808+204.8%AddedHolders
Q2 20231,371$237.7K<0.1%−19−1.4%ReducedHolders
Q1 20231,390$226.7K<0.1%−18−1.3%ReducedHolders
Q4 20221,408$220.9K0.1%+107+8.2%AddedHolders
Q3 20221,301$208.0K0.1%+1,301NewHolders
Q2 20220$00.0%−1,325−100.0%Sold outHolders
Q1 20221,325$210.0K<0.1%+1,325NewHolders
Q2 20210$00.0%−1,800−100.0%Sold outHolders
Q1 20211,800$232.0K0.1%––Holders

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