Position in WM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$278,377
-$11,158 QoQ
Shares Held
1,249
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,825
of 2,337 holders
Holding Since
Dec 2020
11 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, 2026Regent Peak Wealth Advisors LLC holds $481,825 across 2 Waste Management names. WM ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
1,249 | $278,377 | |
| 2 | CLH |
Clean Harbors Inc
|
681 | $203,448 |
All Filings in WM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,377 | 1,249 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $289,535 | 1,260 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $252,886 | 1,151 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $256,825 | 1,163 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $268,088 | 1,158 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $237,910 | 1,179 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $242,476 | 1,168 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $247,901 | 1,162 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $237,875 | 1,116 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $202,203 | 1,129 | Shares | Sole | 2024-01-23 | |
| 2020-12-31 | $116,514 | 988 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||