Position in WM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,783,102
-$417,183 QoQ
Shares Held
12,487
-10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#782
of 2,337 holders
Holding Since
Mar 2020
26 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,823,450 across 5 Waste Management names. WM ranks #1 (47.8% of the industry book) .
All Filings in WM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,783,102 | 12,487 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,200,285 | 13,927 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $828,526 | 3,771 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $856,157 | 3,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,266,289 | 5,534 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $537,566 | 2,322 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $310,958 | 1,541 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $325,101 | 1,566 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $375,691 | 1,761 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $514,544 | 2,414 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $465,480 | 2,599 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $402,136 | 2,638 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $493,206 | 2,844 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $466,666 | 2,860 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $455,265 | 2,902 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $475,503 | 2,968 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $560,365 | 3,663 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $601,032 | 3,792 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $652,912 | 3,912 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $616,856 | 4,130 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $596,027 | 4,254 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $557,882 | 4,324 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $539,529 | 4,575 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $538,802 | 4,761 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $499,259 | 4,714 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $454,839 | 4,914 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||