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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

WM holding history

Waste Management Inc in every 13F filed by Vertrix 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)
20,447
Value
$4.56M
% of portfolio
1.5%
Quarters held
2
Since Q1 2026
Holdings of WM by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,447$4.56M1.5%+2,641+14.8%AddedHolders
Q1 202617,806$4.09M1.5%–No prior filingHolders