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Dougherty & Associates, LLC

SEC CIK
0002109295
Latest filing
Jul 16, 2026

WM holding history

Waste Management Inc in every 13F filed by Dougherty & Associates, 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)
4,302
Value
$959.0K
% of portfolio
0.8%
Quarters held
3
Since Q4 2025
Holdings of WM by Dougherty & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,302$959.0K0.8%+17+0.4%AddedHolders
Q1 20264,285$984.7K0.9%−91−2.1%ReducedHolders
Q4 20254,376$961.7K0.9%–No prior filingHolders