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Strategic Planning Group, LLC

SEC CIK
0001875525
Latest filing
Jul 16, 2026

WM holding history

Waste Management Inc in every 13F filed by Strategic Planning Group, 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)
25,760
Value
$5.74M
% of portfolio
0.6%
Quarters held
2
Since Q1 2026
Holdings of WM by Strategic Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,760$5.74M0.6%+1,332+5.5%AddedHolders
Q1 202624,428$5.61M0.8%+24,428NewHolders