Transamerica Financial Advisors, LLC
Position in WM — Waste Management Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in WM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$64,635
-$7,978 QoQ
Shares Held
290
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,138
of 2,336 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $243,750 across 5 Waste Management names. WM ranks #2 (26.5% of the industry book) .
All Filings in WM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,635 | 290 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $72,613 | 316 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,510 | 239 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,899 | 72 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $915 | 4 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2 | 6 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2 | 6 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2 | 6 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $87,469 | 410 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $87,391 | 410 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $351,931 | 1,965 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $383,691 | 2,517 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $493,206 | 2,844 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $729,369 | 4,470 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $668,779 | 4,263 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $567,784 | 3,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $521,661 | 3,410 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $700 | 5 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,032 | 8 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $943 | 8 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $905 | 8 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $403,199 | 3,807 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||