SEC 13F Intelligence

Ark Wealth Advisors LLC / WM

Ark Wealth Advisors LLC’s Waste Mgmt Inc Del Position

Does Ark Wealth Advisors LLC own Waste Mgmt Inc Del (WM)? Yes5.3K shares worth $1M (+1.21% of its 13F portfolio) as of Q1 2026, up from 4.5K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
5.3K
% of Portfolio
+1.21%
Quarters Held
2
currently held

Position History WM

Reported value by quarter
Q4 ’25: $982,983Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$1M+1.21%
Q4 20254.5K$982,983+1.06%

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