Position in WM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$345,018
-$25,403 QoQ
Shares Held
1,548
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,685
of 2,298 holders
Holding Since
Dec 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $416,003 across 7 Waste Management names. WM ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
1,548 | $345,018 | |
| 2 | RSG |
Republic Services, Inc.
|
147 | $31,322 | |
| 3 | CLH |
Clean Harbors Inc
|
65 | $19,418 | |
| 4 | AREC |
American Resources Corp
|
5,000 | $10,750 | |
| 5 | WCN |
Waste Connections, Inc.
|
33 | $5,500 | |
| 6 | CWST |
Casella Waste Systems Inc
|
34 | $3,296 | |
| 7 | GFL |
GFL Environmental Inc.
|
19 | $699 |
All Filings in WM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,018 | 1,548 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $370,421 | 1,612 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $371,309 | 1,690 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $337,428 | 1,528 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $361,535 | 1,580 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $134,044 | 579 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $73,653 | 365 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $75,566 | 364 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $49,281 | 231 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $49,877 | 234 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $37,790 | 211 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,201 | 185 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $31,735 | 183 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $30,839 | 189 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $29,650 | 189 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $116,793 | 729 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $115,040 | 752 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $109,048 | 688 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $103,978 | 623 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $88,122 | 590 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,425 | 53 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,838 | 53 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $6,250 | 53 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||