Position in CWST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$318,719
+$74,763 QoQ
Shares Held
3,287
+6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#257
of 415 holders
Holding Since
Jun 2021
18 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, 2026AE Wealth Management LLC holds $21,270,697 across 4 Waste Management names. CWST ranks #3 (1.5% 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 | $318,719 | 3,287 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $243,956 | 3,075 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $246,896 | 2,521 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $244,213 | 2,574 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $320,862 | 2,781 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $357,604 | 3,207 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $373,606 | 3,531 | Shares | Other | 2025-02-13 | |
| 2023-12-31 | $1,329,415 | 15,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,161,835 | 80,758 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,112,807 | 78,638 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,304,333 | 88,366 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,336,650 | 92,506 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,373,697 | 96,527 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,139,651 | 111,993 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,341,648 | 117,988 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $12,235,731 | 143,242 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $11,661,877 | 153,567 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,170,899 | 144,583 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||