SEC 13F Intelligence

Ellsworth Advisors, LLC / WM

Ellsworth Advisors, LLC’s Waste Mgmt Inc Del Position

Does Ellsworth Advisors, LLC own Waste Mgmt Inc Del (WM)? Not currently — the last reported position was 30.9K shares worth $7M in Q2 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$7M
Q2 2024
Shares
30.9K
% of Portfolio
+1.84%
Quarters Held
15
position exited

Position History WM

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202430.9K$7M+1.84%
Q1 202430.2K$6M+1.78%
Q4 202329.7K$5M+1.68%
Q3 202329.5K$5M+1.64%
Q2 202329.3K$5M+1.75%
Q1 202328.8K$5M+1.66%
Q4 202227.2K$4M+1.54%
Q3 202226.5K$4M+1.82%
Q2 202225.6K$4M+1.58%
Q1 202225.2K$4M+1.43%
Q4 202122.2K$4M+1.37%
Q3 202118.8K$3M+1.28%
Q2 202114.5K$2M+0.99%
Q1 202112.4K$2M+0.96%
Q4 202010.5K$1M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellsworth Advisors, LLC’s full portfolio or all institutional holders of WM.