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Family Legacy Financial Solutions, LLC → WM
Family Legacy Financial Solutions, LLC WM Position History
Waste Management, Inc. • Industrials
Quarters held
4
Latest value
$1.7M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 8.2K | — | — |
| Q2 2026 | $1.8M | 8.0K | — | — |
| Q1 2026 | $1.8M | 7.8K | — | — |
| Q4 2025 | $1.6M | 7.3K | — | — |
Other funds holding WM
$8.2B
$8.2B
$7.7B
$7.7B
$4.3B
$4.2B
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