Skip to main content
Livermore
Livermore
ZHEN

Allen Wealth Management, LLC

SEC CIK
0002012003
Latest filing
Jul 24, 2026

WM holding history

Waste Management Inc in every 13F filed by Allen 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)
1,609
Value
$358.6K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of WM by Allen Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,609$358.6K0.2%00.0%UnchangedHolders
Q1 20261,609$369.7K0.2%−17−1.0%ReducedHolders
Q4 20251,626$357.2K0.2%00.0%UnchangedHolders
Q3 20251,626$359.1K0.2%00.0%UnchangedHolders
Q2 20251,626$372.1K0.3%00.0%UnchangedHolders
Q1 20251,626$376.4K0.3%00.0%UnchangedHolders
Q4 20241,626$328.1K0.2%00.0%UnchangedHolders
Q3 20241,626$337.6K0.2%00.0%UnchangedHolders
Q2 20241,626$346.9K0.3%00.0%UnchangedHolders
Q1 20241,626$346.6K0.3%+17+1.1%AddedHolders
Q4 20231,609$288.2K0.3%–No prior filingHolders