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Livermore
Livermore
ZHEN

Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

WM holding history

Waste Management Inc in every 13F filed by Websterrogers Financial Advisors, 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)
1,000
Value
$222.9K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of WM by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$222.9K0.1%00.0%UnchangedHolders
Q1 20261,000$229.8K0.1%00.0%UnchangedHolders
Q4 20251,000$219.7K0.1%00.0%UnchangedHolders
Q3 20251,000$220.8K0.1%00.0%UnchangedHolders
Q2 20251,000$228.8K0.1%00.0%UnchangedHolders
Q1 20251,000$231.5K0.1%00.0%UnchangedHolders
Q4 20241,000$201.8K0.1%00.0%UnchangedHolders
Q3 20241,000$207.6K0.1%−18−1.8%ReducedHolders
Q2 20241,018$217.2K0.1%+18+1.8%AddedHolders
Q1 20241,000$213.2K0.1%+1,000NewHolders