Position in WM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$208,615
-$8,766 QoQ
Shares Held
936
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,988
of 2,337 holders
Holding Since
Jun 2025
3 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $208,615 across 1 Waste Management name. WM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
936 | $208,615 |
All Filings in WM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,615 | 936 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $217,381 | 946 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $175,962 | 769 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||