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Creative Planning

Position in CWST — Casella Waste Systems Inc

CIK 1540235 OVERLAND PARK, KS

Position in CWST

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,268,224
+$254,972 QoQ
Shares Held
23,391
-7.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 418 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026

Creative Planning holds $69,362,565 across 10 Waste Management names. CWST ranks #5 (3.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 CWST
Casella Waste Systems Inc
This page
23,391 $2,268,224

All Filings in CWST

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,268,224 23,391
2026-03-31 $2,013,252 25,375
2025-12-31 $6,161,208 62,908
2025-09-30 $2,805,031 29,564
2025-06-30 $4,148,602 35,956
2025-03-31 $3,220,631 28,882
2024-12-31 $2,502,723 23,653
2024-09-30 $1,797,883 18,071
2024-06-30 $1,540,882 15,530
2024-03-31 $1,221,538 12,355
2023-12-31 $563,181 6,590
2023-09-30 $301,766 3,955