Institute for Wealth Management, LLC.

Position in WM — Waste Management Inc

CIK 1533954 DENVER, CO

Position in WM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,954,657

-$126,551 QoQ

Shares Held

8,770

-3.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#905

of 2,350 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $2,259,928 across 4 Waste Management names. WM ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WM	Waste Management Inc This page	8,770	$1,954,657
2	WCN	Waste Connections, Inc.	1,260	$210,029
3	CLH	Clean Harbors Inc	184	$54,970
4	RSG	Republic Services, Inc.	189	$40,272

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,954,657	8,770	-3.2%	Shares	Sole	2026-07-28
2026-03-31	$2,081,208	9,057	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$1,988,595	9,051	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$1,992,107	9,021	+3.3%	Shares	Sole	2025-10-17
2025-06-30	$1,999,200	8,737	-2.6%	Shares	Sole	2025-07-18
2025-03-31	$2,077,107	8,972	-0.5%	Shares	Sole	2025-04-21
2024-12-31	$1,819,944	9,019	+3.4%	Shares	Sole	2025-01-23
2024-09-30	$1,811,102	8,724	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$1,880,378	8,814	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$1,877,425	8,808	-0.6%	Shares	Sole	2024-04-30
2023-12-31	$1,586,826	8,860	-0.3%	Shares	Sole	2024-01-31
2023-09-30	$1,354,276	8,884	-1.0%	Shares	Sole	2023-10-13
2023-06-30	$1,555,924	8,972	-1.0%	Shares	Sole	2023-07-25
2023-03-31	$1,478,157	9,059	-3.0%	Shares	Sole	2023-04-20
2022-12-31	$1,465,102	9,339	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$1,505,493	9,397	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$1,441,989	9,426	0.0%	Shares	Sole	2022-07-25
2022-03-31	$1,494,021	9,426	-0.6%	Shares	Sole	2022-04-29
2021-12-31	$1,582,712	9,483	+3.9%	Shares	Sole	2022-01-21
2021-09-30	$1,363,059	9,126	+14.1%	Shares	Sole	2021-11-15
2021-06-30	$1,120,179	7,995	-5.1%	Shares	Sole	2021-07-21
2021-03-31	$1,086,993	8,425	-1.9%	Shares	Sole	2021-05-04
2020-12-31	$1,012,664	8,587	-4.7%	Shares	Sole	2021-02-01
2020-09-30	$1,019,209	9,006	-36.6%	Shares	Sole	2020-11-03
2020-06-30	$1,505,404	14,214	+3.1%	Shares	Sole	2020-07-30
2020-03-31	$1,276,217	13,788	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.