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Livermore
Livermore
ZHEN

Powers Advisory Group, LLC

SEC CIK
0001927474
Latest filing
Jul 31, 2026

WM holding history

Waste Management Inc in every 13F filed by Powers Advisory 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)
8,060
Value
$1.80M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of WM by Powers Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,060$1.80M0.6%−147−1.8%ReducedHolders
Q1 20268,207$1.89M0.7%−89−1.1%ReducedHolders
Q4 20258,296$1.82M0.7%+114+1.4%AddedHolders
Q3 20258,182$1.81M0.7%+44+0.5%AddedHolders
Q2 20258,138$1.86M0.8%+10.0%AddedHolders
Q1 20258,137$1.88M0.9%+30.0%AddedHolders
Q4 20248,134$1.64M0.8%−37−0.5%ReducedHolders
Q3 20248,171$1.70M0.8%+22+0.3%AddedHolders
Q2 20248,149$1.74M0.9%+51+0.6%AddedHolders
Q1 20248,098$1.73M1.0%−534−6.2%ReducedHolders
Q4 20238,632$1.55M1.0%−338−3.8%ReducedHolders
Q3 20238,970$1.37M0.9%−189−2.1%ReducedHolders
Q2 20239,159$1.59M1.1%+27+0.3%AddedHolders
Q1 20239,132$1.49M1.0%+21+0.2%AddedHolders
Q4 20229,111$1.43M1.1%+25+0.3%AddedHolders
Q3 20229,086$1.46M1.2%−53−0.6%ReducedHolders
Q2 20229,139$1.40M1.1%−556−5.7%ReducedHolders
Q1 20229,695$1.54M1.1%+23+0.2%AddedHolders
Q4 20219,672$1.61M1.1%–No prior filingHolders