Position in WM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,629,921
-$71,444 QoQ
Shares Held
7,313
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#966
of 2,337 holders
Holding Since
Dec 2022
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, 2026Fiduciary Alliance LLC holds $8,585,969 across 3 Waste Management names. WM ranks #2 (19.0% of the industry book) .
All Filings in WM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,921 | 7,313 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,701,365 | 7,404 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,737,906 | 7,910 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,757,585 | 7,959 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,825,068 | 7,976 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,825,456 | 7,885 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,696,448 | 8,407 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $413,124 | 1,990 | Shares | Sole | 2024-10-11 | |
| 2024-03-31 | $212,936 | 999 | Shares | Sole | 2024-04-17 | |
| 2023-06-30 | $167,697 | 967 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $83,460 | 532 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||