Position in WM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,238,000
-$17,663 QoQ
Shares Held
14,528
+2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#731
of 2,337 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $4,472,806 across 4 Waste Management names. WM ranks #1 (72.4% of the industry book) .
All Filings in WM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,238,000 | 14,528 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,255,663 | 14,168 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,790,976 | 12,703 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,780,331 | 8,062 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,837,882 | 8,032 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,872,452 | 8,088 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,398,001 | 6,928 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,295,631 | 6,241 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,314,174 | 6,160 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $995,410 | 4,670 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $413,183 | 2,307 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||