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Secured Retirement Advisors, LLC

SEC CIK
0002012356
Latest filing
Jul 16, 2026

WM holding history

Waste Management Inc in every 13F filed by Secured Retirement 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 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2023
Holdings of WM by Secured Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−7,041−100.0%Sold outHolders
Q4 20247,041$1.42M0.8%+526+8.1%AddedHolders
Q3 20246,515$1.35M1.0%+294+4.7%AddedHolders
Q2 20246,221$1.33M1.0%+549+9.7%AddedHolders
Q1 20245,672$1.21M1.0%+450+8.6%AddedHolders
Q4 20235,222$935.3K0.9%–No prior filingHolders