GRIMES & Co WEALTH MANAGEMENT, LLC
Position in CWST — Casella Waste Systems Inc
CIK 1321993
WESTBOROUGH, MA
Position in CWST
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$320,001
+$58,179 QoQ
Shares Held
3,300
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#257
of 417 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWST Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $572,968 across 2 Waste Management names. CWST ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWST |
Casella Waste Systems Inc
This page
|
3,300 | $320,001 | |
| 2 | WM |
Waste Management Inc
|
1,135 | $252,967 |
All Filings in CWST
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,001 | 3,300 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $261,822 | 3,300 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $323,202 | 3,300 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $313,104 | 3,300 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $380,754 | 3,300 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||