Independent Advisor Alliance

Position in WM — Waste Management Inc

CIK 1696899 CHARLOTTE, NC

Position in WM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,139,326

-$183,712 QoQ

Shares Held

18,572

-1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#652

of 2,337 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $5,789,858 across 3 Waste Management names. WM ranks #1 (71.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WM	Waste Management Inc This page	18,572	$4,139,326
2	RSG	Republic Services, Inc.	6,194	$1,319,817
3	CLH	Clean Harbors Inc	1,107	$330,715

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,139,326	18,572	-1.3%	Shares	Sole	2026-08-12
2026-03-31	$4,323,038	18,813	-57.1%	Shares	Sole	2026-05-12
2025-12-31	$9,627,251	43,818	-8.8%	Shares	Sole	2026-02-04
2025-09-30	$10,611,764	48,054	-7.2%	Shares	Sole	2025-11-04
2025-06-30	$11,848,070	51,779	-11.0%	Shares	Sole	2025-08-11
2025-03-31	$13,463,000	58,153	-7.6%	Shares	Sole	2025-05-12
2024-12-31	$12,703,890	62,956	+2.9%	Shares	Sole	2025-02-07
2024-09-30	$12,702,421	61,187	+21.7%	Shares	Sole	2024-11-13
2024-06-30	$10,726,947	50,281	-9.0%	Shares	Sole	2024-08-12
2024-03-31	$11,775,257	55,244	+1.5%	Shares	Sole	2024-05-08
2023-12-31	$9,747,517	54,425	-0.2%	Shares	Sole	2024-02-08
2023-09-30	$8,315,297	54,548	-4.1%	Shares	Sole	2023-10-24
2023-06-30	$9,863,089	56,874	-0.1%	Shares	Sole	2023-07-28
2023-03-31	$9,293,347	56,955	-9.5%	Shares	Sole	2023-05-12
2022-12-31	$9,872,301	62,929	-0.9%	Shares	Sole	2023-02-13
2022-09-30	$10,169,810	63,478	-3.5%	Shares	Sole	2022-11-04
2022-06-30	$10,060,729	65,765	-0.8%	Shares	Sole	2022-08-04
2022-03-31	$10,509,501	66,306	-2.0%	Shares	Sole	2022-05-06
2021-12-31	$11,294,123	67,670	-0.1%	Shares	Sole	2022-02-11
2021-09-30	$10,114,808	67,721	+4.0%	Shares	Sole	2021-11-01
2021-06-30	$9,120,740	65,097	-16.0%	Shares	Sole	2021-08-12
2021-03-31	$10,003,694	77,536	+19.3%	Shares	Sole	2021-05-14
2020-12-31	$7,662,030	64,971	-0.5%	Shares	Sole	2021-02-11
2020-09-30	$7,390,793	65,307	+256.6%	Shares	Sole	2020-11-04
2020-06-30	$1,939,741	18,315	-10.5%	Shares	Sole	2020-08-06
2020-03-31	$1,893,407	20,456	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.