Position in WM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$496,130
+$156,271 QoQ
Shares Held
2,226
+50.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,476
of 2,337 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,390,395 across 3 Waste Management names. WM ranks #2 (20.8% of the industry book) .
All Filings in WM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,130 | 2,226 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $339,859 | 1,479 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $319,458 | 1,454 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $333,011 | 1,508 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $344,831 | 1,507 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $340,551 | 1,471 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $309,949 | 1,536 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,146 | 1,335 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $389,985 | 1,828 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $328,037 | 1,539 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $214,561 | 1,198 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $179,726 | 1,179 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $221,977 | 1,280 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $236,270 | 1,448 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $253,047 | 1,613 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $242,077 | 1,511 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $200,250 | 1,309 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $64,668 | 408 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $68,095 | 408 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $69,004 | 462 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $64,730 | 462 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $59,607 | 462 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $66,040 | 560 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $40,288 | 356 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $31,878 | 301 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,978 | 97 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||