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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

WM holding history

Waste Management Inc in every 13F filed by Opal Wealth 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2024
Holdings of WM by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−343−100.0%Sold outHolders
Q1 2026343$78.8K<0.1%+343NewHolders
Q3 20250$00.0%−832−100.0%Sold outHolders
Q2 2025832$190.4K0.1%+491+144.0%AddedHolders
Q1 2025341$78.9K<0.1%+341NewHolders
Q3 20240$00.0%−142−100.0%Sold outHolders
Q2 2024142$30.3K<0.1%−21−12.9%ReducedHolders
Q1 2024163$34.7K<0.1%+163NewHolders