SEC 13F Intelligence

Rockline Wealth Management, LLC / WM

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

Does Rockline Wealth Management, LLC own Waste Mgmt Inc Del (WM)? Yes — 24.5K shares worth $6M (+1.22% of its 13F portfolio) as of Q1 2026, down from 25.1K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
24.5K
% of Portfolio
+1.22%
Quarters Held
10
currently held

Position History WM

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $6MQ2 ’25: $6MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.5K$6M+1.22%
Q4 202525.1K$6M+1.12%
Q3 202524.3K$5M+1.11%
Q2 202524.2K$6M+1.31%
Q1 202524.0K$6M+1.55%
Q4 202423.7K$5M+1.28%
Q3 202422.7K$5M+1.33%
Q2 202422.1K$5M+1.45%
Q1 202421.8K$5M+1.63%
Q4 202321.4K$4M+1.59%

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