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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

WM holding history

Waste Management Inc in every 13F filed by SOA 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of WM by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−67−100.0%Sold outHolders
Q4 202567$14.8K<0.1%00.0%UnchangedHolders
Q3 202567$14.8K<0.1%+44+191.3%AddedHolders
Q2 202523$5.26K<0.1%−182−88.8%ReducedHolders
Q1 2025205$47.4K<0.1%−25−10.9%ReducedHolders
Q4 2024230$46.4K<0.1%+25+12.2%AddedHolders
Q3 2024205$42.5K<0.1%00.0%UnchangedHolders
Q2 2024205$43.7K<0.1%00.0%UnchangedHolders
Q1 2024205$43.6K<0.1%00.0%UnchangedHolders
Q4 2023205$36.6K<0.1%+1+0.5%AddedHolders
Q3 2023204$31.2K<0.1%00.0%UnchangedHolders
Q2 2023204$35.4K<0.1%−2−1.0%ReducedHolders
Q1 2023206$33.7K<0.1%00.0%UnchangedHolders
Q4 2022206$32.3K<0.1%00.0%UnchangedHolders
Q3 2022206$33.0K<0.1%00.0%UnchangedHolders
Q2 2022206$31.0K<0.1%00.0%UnchangedHolders
Q1 2022206$32.0K<0.1%00.0%UnchangedHolders
Q4 2021206$34.0K<0.1%+70+51.5%AddedHolders
Q3 2021136$20.0K<0.1%+66+94.3%AddedHolders
Q2 202170$9.00K<0.1%+2+2.9%AddedHolders
Q1 202168$8.00K<0.1%––Holders

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