SEC 13F Intelligence

Hfr Wealth Management, LLC / WM

Hfr Wealth Management, LLC’s Waste Mgmt Inc Del Position

Does Hfr Wealth Management, LLC own Waste Mgmt Inc Del (WM)? Yes56.9K shares worth $13M (+3.21% of its 13F portfolio) as of Q1 2026, down from 57.9K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
56.9K
% of Portfolio
+3.21%
Quarters Held
20
currently held

Position History WM

Reported value by quarter
Q2 ’21: $8MQ2 ’21Q3 ’21: $9MQ4 ’21: $10MQ1 ’22: $9MQ1 ’22Q2 ’22: $9MQ3 ’22: $9MQ4 ’22: $9,057Q4 ’22Q1 ’23: $9,451Q2 ’23: $10,017Q3 ’23: $8,683Q3 ’23Q4 ’23: $10,313Q1 ’24: $12MQ2 ’24: $12MQ2 ’24Q3 ’24: $12MQ4 ’24: $12MQ1 ’25: $13MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202656.9K$13M+3.21%
Q4 202557.9K$13M+3.00%
Q3 202557.6K$13M+2.92%
Q2 202557.6K$13M+3.18%
Q1 202557.2K$13M+3.22%
Q4 202457.3K$12M+2.86%
Q3 202457.5K$12M+2.90%
Q2 202456.9K$12M+3.09%
Q1 202457.7K$12M+3.11%
Q4 202357.6K$10,313+2.80%
Q3 202357.0K$8,683+2.54%
Q2 202357.8K$10,017+2.79%
Q1 202357.9K$9,451+2.68%
Q4 202257.7K$9,057+2.63%
Q3 202258.0K$9M+3.03%
Q2 202259.7K$9M+2.76%
Q1 202259.2K$9M+2.48%
Q4 202158.5K$10M+2.45%
Q3 202157.7K$9M+2.51%
Q2 202156.0K$8M+2.36%

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