INDEPENDENT FINANCIAL GROUP, LLC

Position in WM — Waste Management Inc

CIK 275484 SAN DIEGO, CA

Position in WM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,716,524

+$304,428 QoQ

Shares Held

16,675

+7.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#680

of 2,337 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,303,889 across 3 Waste Management names. WM ranks #1 (86.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WM	Waste Management Inc This page	16,675	$3,716,524
2	RSG	Republic Services, Inc.	1,426	$303,852
3	CLH	Clean Harbors Inc	949	$283,513

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,716,524	16,675	+7.4%	Shares	Sole	2026-07-15
2025-12-31	$3,412,096	15,530	+2.9%	Shares	Sole	2026-05-15
2025-09-30	$3,331,220	15,085	+3.4%	Shares	Sole	2026-05-15
2025-06-30	$3,338,026	14,588	+12.9%	Shares	Sole	2026-05-15
2025-03-31	$2,990,183	12,916	-1.8%	Shares	Sole	2026-05-19
2024-12-31	$2,653,942	13,152	+2.7%	Shares	Sole	2026-06-12
2024-09-30	$2,658,318	12,805	-8.5%	Shares	Sole	2026-06-12
2024-06-30	$2,987,186	14,002	+35.2%	Shares	Sole	2026-06-12
2024-03-31	$2,207,807	10,358	+4.0%	Shares	Sole	2026-06-12
2023-12-31	$1,783,477	9,958	+0.6%	Shares	Sole	2026-06-12
2023-09-30	$1,509,460	9,902	-1.2%	Shares	Sole	2026-06-12
2023-06-30	$1,737,321	10,018	+8.9%	Shares	Sole	2026-06-12
2023-03-31	$1,500,511	9,196	+15.5%	Shares	Sole	2026-06-12
2022-12-31	$1,248,921	7,961	-0.4%	Shares	Sole	2026-06-15
2022-09-30	$1,280,878	7,995	+1.5%	Shares	Sole	2026-06-15
2022-06-30	$1,204,411	7,873	+0.3%	Shares	Sole	2026-06-12
2022-03-31	$1,244,066	7,849	+0.2%	Shares	Sole	2026-06-12
2021-12-31	$1,307,995	7,837	+3.8%	Shares	Sole	2026-06-15
2021-09-30	$1,127,668	7,550	+2.0%	Shares	Sole	2026-06-15
2021-06-30	$1,036,814	7,400	-18.9%	Shares	Sole	2026-06-15
2021-03-31	$1,177,049	9,123	+7.4%	Shares	Sole	2026-06-15
2020-12-31	$1,001,815	8,495	-3.4%	Shares	Sole	2026-06-15
2020-09-30	$995,216	8,794	+8.9%	Shares	Sole	2026-06-15
2020-06-30	$855,223	8,075	+23.7%	Shares	Sole	2026-06-15
2020-03-31	$604,416	6,530	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.