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CREATIVE FINANCIAL DESIGNS INC /ADV

Position in WM — Waste Management Inc

CIK 819864 KOKOMO, IN

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, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,390,395 across 3 Waste Management names. WM ranks #2 (20.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 WM
Waste Management Inc
This page
2,226 $496,130

All Filings in WM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $496,130 2,226
2026-03-31 $339,859 1,479
2025-12-31 $319,458 1,454
2025-09-30 $333,011 1,508
2025-06-30 $344,831 1,507
2025-03-31 $340,551 1,471
2024-12-31 $309,949 1,536
2024-09-30 $277,146 1,335
2024-06-30 $389,985 1,828
2024-03-31 $328,037 1,539
2023-12-31 $214,561 1,198
2023-09-30 $179,726 1,179
2023-06-30 $221,977 1,280
2023-03-31 $236,270 1,448
2022-12-31 $253,047 1,613
2022-09-30 $242,077 1,511
2022-06-30 $200,250 1,309
2022-03-31 $64,668 408
2021-12-31 $68,095 408
2021-09-30 $69,004 462
2021-06-30 $64,730 462
2021-03-31 $59,607 462
2020-12-31 $66,040 560
2020-09-30 $40,288 356
2020-06-30 $31,878 301
2020-03-31 $8,978 97