Position in CWST
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,013,252
-$4,147,956 QoQ
Shares Held
25,375
-59.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWST Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Mar 31, 2026Creative Planning holds $68,568,897 across 9 Waste Management names. CWST ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
|
189,812 | $43,616,898 | |
| 2 | RSG |
Republic Services, Inc.
|
69,445 | $15,209,842 | |
| 3 | WCN |
Waste Connections, Inc.
|
18,187 | $2,954,296 | |
| 4 | CLH |
Clean Harbors Inc
|
7,228 | $2,072,484 | |
| 5 | CWST |
Casella Waste Systems Inc
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|
25,375 | $2,013,252 | |
| 6 | GFL |
GFL Environmental Inc.
|
34,501 | $1,439,381 | |
| 7 | ONT |
Onterris, Inc.
|
54,323 | $1,189,130 | |
| 8 | ABAT |
AMERICAN BATTERY TECHNOLOGY Co
|
26,385 | $73,614 |
All Filings in CWST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,013,252 | 25,375 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,161,208 | 62,908 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,805,031 | 29,564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,148,602 | 35,956 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,220,631 | 28,882 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,502,723 | 23,653 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,797,883 | 18,071 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,540,882 | 15,530 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,221,538 | 12,355 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $563,181 | 6,590 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $301,766 | 3,955 | Shares | Defined | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||