Position in WM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$77,562
-$3,553 QoQ
Shares Held
348
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,115
of 2,336 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $388,116 across 5 Waste Management names. WM ranks #2 (20.0% of the industry book) .
All Filings in WM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,562 | 348 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $81,115 | 353 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,555 | 221 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $56,532 | 256 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $48,738 | 213 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,060 | 186 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,689 | 162 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,593 | 157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,494 | 157 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,038 | 155 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,865 | 150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,866 | 150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,013 | 150 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,475 | 150 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,532 | 150 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||