ACTION POINT FINANCIAL PLANNING, LLC
Position in WM — Waste Management Inc
CIK 2116119
GRAND RAPIDS, MI
Position in WM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$148,651
New position
Shares Held
667
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,047
of 2,336 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Waste Management
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $616,862 across 7 Waste Management names. WM ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCN |
Waste Connections, Inc.
|
2,198 | $366,380 | |
| 2 | WM |
Waste Management Inc
This page
|
667 | $148,651 | |
| 3 | RSG |
Republic Services, Inc.
|
368 | $78,403 | |
| 4 | CLH |
Clean Harbors Inc
|
41 | $12,246 | |
| 5 | CWST |
Casella Waste Systems Inc
|
60 | $5,811 | |
| 6 | GFL |
GFL Environmental Inc.
|
143 | $5,258 | |
| 7 | ABAT |
AMERICAN BATTERY TECHNOLOGY Co
|
40 | $113 |
All Filings in WM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,651 | 667 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||