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Livermore
Livermore
ZHEN

Beaird Harris Wealth Management, LLC

SEC CIK
0001908938
Latest filing
Jul 8, 2026

WM holding history

Waste Management Inc in every 13F filed by Beaird Harris 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 (Q2 2026)
1,052
Value
$234.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of WM by Beaird Harris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,052$234.5K<0.1%00.0%UnchangedHolders
Q1 20261,052$241.7K<0.1%00.0%UnchangedHolders
Q4 20251,052$231.1K<0.1%00.0%UnchangedHolders
Q3 20251,052$232.3K<0.1%−4−0.4%ReducedHolders
Q2 20251,056$241.6K<0.1%−299−22.1%ReducedHolders
Q1 20251,355$313.7K<0.1%00.0%UnchangedHolders
Q4 20241,355$273.4K<0.1%00.0%UnchangedHolders
Q3 20241,355$281.3K<0.1%00.0%UnchangedHolders
Q2 20241,355$289.1K<0.1%00.0%UnchangedHolders
Q1 20241,355$288.8K<0.1%−351−20.6%ReducedHolders
Q4 20231,706$305.5K<0.1%+6+0.4%AddedHolders
Q3 20231,700$259.1K<0.1%00.0%UnchangedHolders
Q2 20231,700$294.8K<0.1%00.0%UnchangedHolders
Q1 20231,700$277.4K<0.1%−75−4.2%ReducedHolders
Q4 20221,775$278.5K0.1%+75+4.4%AddedHolders
Q3 20221,700$272.0K0.1%00.0%UnchangedHolders
Q2 20221,700$260.0K0.1%00.0%UnchangedHolders
Q1 20221,700$269.0K0.1%−300−15.0%ReducedHolders
Q4 20212,000$334.0K0.1%–No prior filingHolders