Position in WM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$27,414
+$10,410 QoQ
Shares Held
123
+66.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,201
of 2,337 holders
Holding Since
Dec 2023
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, 2026Bruce G. Allen Investments, LLC holds $94,125 across 4 Waste Management names. WM ranks #2 (29.1% 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 | $27,414 | 123 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $17,004 | 74 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,258 | 74 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,199 | 96 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $25,170 | 110 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $25,466 | 110 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,766 | 93 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $16,192 | 78 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,640 | 78 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $20,249 | 95 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $10,566 | 59 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||