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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

WM holding history

Waste Management Inc in every 13F filed by Finivi Inc., 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)
3,965
Value
$883.7K
% of portfolio
0.5%
Quarters held
5
Since Q2 2025
Holdings of WM by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,965$883.7K0.5%+196+5.2%AddedHolders
Q1 20263,769$866.1K0.5%+445+13.4%AddedHolders
Q4 20253,324$730.3K0.4%−98−2.9%ReducedHolders
Q3 20253,422$755.7K0.5%+7+0.2%AddedHolders
Q2 20253,415$781.3K0.5%+3,415NewHolders