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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

WM holding history

Waste Management Inc in every 13F filed by Strata Wealth Advisors, 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 (Q1 2023)
2,917
Value
$475.9K
% of portfolio
0.2%
Quarters held
2
Since Q4 2022
Holdings of WM by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2023––––Not filedHolders
Q1 20232,917$475.9K0.2%+13+0.4%AddedHolders
Q4 20222,904$455.5K0.3%–No prior filingHolders