Skip to main content
Livermore
Livermore
ZHEN

Viawealth, LLC

SEC CIK
0001965401
Latest filing
Aug 11, 2026

WM holding history

Waste Management Inc in every 13F filed by Viawealth, 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)
1,714
Value
$382.0K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of WM by Viawealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,714$382.0K0.2%−34−1.9%ReducedHolders
Q1 20261,748$401.7K0.2%+13+0.7%AddedHolders
Q4 20251,735$381.2K0.2%−185−9.6%ReducedHolders
Q3 20251,920$424.0K0.2%−241−11.2%ReducedHolders
Q2 20252,161$494.5K0.3%−104−4.6%ReducedHolders
Q1 20252,265$524.4K0.3%00.0%UnchangedHolders
Q4 20242,265$457.1K0.3%−175−7.2%ReducedHolders
Q3 20242,440$506.5K0.3%00.0%UnchangedHolders
Q2 20242,440$520.5K0.3%00.0%UnchangedHolders
Q1 20242,440$520.1K0.3%00.0%UnchangedHolders
Q4 20232,440$437.0K0.3%00.0%UnchangedHolders
Q3 20232,440$372.0K0.3%00.0%UnchangedHolders
Q2 20232,440$423.1K0.3%00.0%UnchangedHolders
Q1 20232,440$398.1K0.3%00.0%UnchangedHolders
Q4 20222,440$386.1K0.3%–No prior filingHolders