Position in WM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,534
-$10,828 QoQ
Shares Held
137
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,194
of 2,337 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, 2026Bogart Wealth, LLC holds $8,161,893 across 5 Waste Management names. WM ranks #3 (0.4% 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 | $30,534 | 137 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $41,362 | 180 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $20,433 | 93 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $21,641 | 98 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,882 | 100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,594 | 76 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $54,079 | 268 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $55,636 | 268 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $57,175 | 268 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $59,468 | 279 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $46,745 | 261 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $39,786 | 261 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $41,620 | 240 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $37,529 | 230 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $37,651 | 240 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $36,848 | 230 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $37,939 | 248 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,887 | 75 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,023 | 102 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $15,234 | 102 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $10,087 | 72 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $9,289 | 72 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $8,490 | 72 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $8,148 | 72 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $7,625 | 72 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,664 | 72 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||