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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

WM holding history

Waste Management Inc in every 13F filed by Wealth Dimensions Group, Ltd., 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)
2,345
Value
$522.6K
% of portfolio
0.1%
Quarters held
20
Since Q3 2021
Holdings of WM by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,345$522.6K0.1%+11+0.5%AddedHolders
Q1 20262,334$536.3K0.1%−23−1.0%ReducedHolders
Q4 20252,357$517.9K0.1%+16+0.7%AddedHolders
Q3 20252,341$517.0K0.1%−133−5.4%ReducedHolders
Q2 20252,474$566.1K0.1%+27+1.1%AddedHolders
Q1 20252,447$566.5K0.1%+108+4.6%AddedHolders
Q4 20242,339$472.0K0.1%−35−1.5%ReducedHolders
Q3 20242,374$492.8K0.1%00.0%UnchangedHolders
Q2 20242,374$506.5K0.1%−24−1.0%ReducedHolders
Q1 20242,398$511.1K0.2%00.0%UnchangedHolders
Q4 20232,398$429.5K0.1%−130−5.1%ReducedHolders
Q3 20232,528$385.4K0.1%−75−2.9%ReducedHolders
Q2 20232,603$451.4K0.2%+255+10.9%AddedHolders
Q1 20232,348$383.1K0.1%−56−2.3%ReducedHolders
Q4 20222,404$377.1K0.2%00.0%UnchangedHolders
Q3 20222,404$385.0K0.2%+8+0.3%AddedHolders
Q2 20222,396$367.0K0.2%+5+0.2%AddedHolders
Q1 20222,391$379.0K0.2%+680+39.7%AddedHolders
Q4 20211,711$286.0K0.1%+104+6.5%AddedHolders
Q3 20211,607$240.0K0.2%+1,607NewHolders