Dopkins Wealth Management, LLC
- SEC CIK
- 0001904152
- Latest filing
- Jul 14, 2026
WM holding history
Waste Management Inc in every 13F filed by Dopkins Wealth Management, 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 (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −3,315−100.0% | Sold out | Holders |
| Q2 2024 | 3,315 | $707.2K | 0.4% | +98+3.0% | Added | Holders |
| Q1 2024 | 3,217 | $685.7K | 0.4% | +3,217 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −3,217−100.0% | Sold out | Holders |
| Q3 2023 | 3,217 | $490.4K | 0.4% | +3,217 | New | Holders |