Position in WM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$242,047
-$37,607 QoQ
Shares Held
1,086
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,909
of 2,337 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $784,194 across 3 Waste Management names. WM ranks #2 (30.9% of the industry book) .
All Filings in WM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,047 | 1,086 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $279,654 | 1,217 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $191,587 | 872 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $159,660 | 723 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||