Position in WM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$520,647
+$1,322 QoQ
Shares Held
2,336
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,452
of 2,337 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Derivatives in WM
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$205,177
PutShares
1,813
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Waste Management
Industrials · as of Jun 30, 2026Cypress Wealth Services, LLC holds $549,601 across 2 Waste Management names. WM ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
2,336 | $520,647 | |
| 2 | AREC |
American Resources Corp
|
13,467 | $28,954 |
All Filings in WM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,647 | 2,336 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $519,325 | 2,260 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $489,733 | 2,229 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $421,785 | 1,910 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $434,071 | 1,897 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $430,145 | 1,858 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $393,490 | 1,950 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $393,817 | 1,897 | Shares | Sole | 2024-10-09 | |
| 2021-03-31 | $202,303 | 1,568 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $214,160 | 1,816 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $205,177 | 1,813 | Put | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||