SageGuard Financial Group, LLC

SEC CIK: 0001861378
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WM holding history

Waste Management Inc in every 13F filed by SageGuard Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overview All 13F holders of WM Full Q2 2026 holdings

Shares (Q2 2026): 19,973
Value: $4.45M
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of WM by SageGuard Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,973	$4.45M	0.6%	−1,353−6.3%	Reduced	Holders
Q1 2026	21,326	$4.90M	0.8%	−5,339−20.0%	Reduced	Holders
Q4 2025	26,665	$5.86M	0.9%	–	No prior filing	Holders