MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in CWST — Casella Waste Systems Inc
CIK 1607355
GLASTONBURY, CT
Position in CWST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,970
+$17,630 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#304
of 415 holders
Holding Since
Mar 2022
18 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $530,387 across 4 Waste Management names. CWST ranks #2 (18.3% of the industry book) .
All Filings in CWST
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,970 | 1,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $79,340 | 1,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $97,940 | 1,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $94,880 | 1,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $115,380 | 1,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $111,510 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $105,810 | 1,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $99,490 | 1,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,220 | 1,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $98,870 | 1,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $42,730 | 500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $38,150 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $90,450 | 1,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $82,660 | 1,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $79,310 | 1,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $76,390 | 1,000 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $72,680 | 1,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $43,825 | 500 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||