SEC 13F Intelligence

Lgt Financial Advisors LLC / WM

Lgt Financial Advisors LLC’s Waste Mgmt Inc Del Position

Does Lgt Financial Advisors LLC own Waste Mgmt Inc Del (WM)? Not currently — the last reported position was 5.6K shares worth $978,829 in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$978,829
Q2 2023
Shares
5.6K
% of Portfolio
+1.04%
Quarters Held
2
position exited

Position History WM

Reported value by quarter
Q1 ’23: $366,806Q1 ’23Q2 ’23: $978,829Q2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20235.6K$978,829+1.04%
Q1 20232.2K$366,806+0.68%

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