Position in WM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,727
-$3,860 QoQ
Shares Held
93
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,236
of 2,337 holders
Holding Since
Dec 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, 2026Sunrise Financial Services, LLC holds $27,758 across 2 Waste Management names. WM ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
93 | $20,727 | |
| 2 | RSG |
Republic Services, Inc.
|
33 | $7,031 |
All Filings in WM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,727 | 93 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,587 | 107 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $30,539 | 139 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||