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Prevail Innovative Wealth Advisors, LLC

SEC CIK
0001989941
Latest filing
Jul 20, 2026

WM holding history

Waste Management Inc in every 13F filed by Prevail Innovative 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 (Q2 2026)
12,674
Value
$2.82M
% of portfolio
0.4%
Quarters held
2
Since Q4 2025
Holdings of WM by Prevail Innovative Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,674$2.82M0.4%+12,674NewHolders
Q1 20260$00.0%−990−100.0%Sold outHolders
Q4 2025990$217.5K<0.1%+990NewHolders