MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in WM — Waste Management Inc
CIK 1607355
GLASTONBURY, CT
Position in WM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$412,328
-$12,783 QoQ
Shares Held
1,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,581
of 2,333 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $530,387 across 4 Waste Management names. WM ranks #1 (77.7% of the industry book) .
All Filings in WM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,328 | 1,850 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $425,111 | 1,850 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $406,463 | 1,850 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $408,535 | 1,850 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $426,062 | 1,862 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $428,293 | 1,850 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $373,311 | 1,850 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $384,060 | 1,850 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $394,679 | 1,850 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $394,327 | 1,850 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $331,335 | 1,850 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $282,014 | 1,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $424,879 | 2,450 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $399,766 | 2,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $400,044 | 2,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $408,535 | 2,550 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $283,013 | 1,850 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $245,675 | 1,550 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $283,730 | 1,700 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $238,976 | 1,600 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $252,198 | 1,800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $232,236 | 1,800 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $212,274 | 1,800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $203,706 | 1,800 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $190,638 | 1,800 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $175,864 | 1,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||