Pinnacle Wealth Planning Services, Inc.
Position in CWST — Casella Waste Systems Inc
CIK 1726752
MANSFIELD, OH
Position in CWST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$75,539
+$24,127 QoQ
Shares Held
779
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 415 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,035,859 across 9 Waste Management names. CWST ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
|
1,850 | $412,328 | |
| 2 | RSG |
Republic Services, Inc.
|
1,268 | $270,185 | |
| 3 | WCN |
Waste Connections, Inc.
|
868 | $144,686 | |
| 4 | GFL |
GFL Environmental Inc.
|
2,118 | $77,921 | |
| 5 | CWST |
Casella Waste Systems Inc
This page
|
779 | $75,539 | |
| 6 | AREC |
American Resources Corp
|
10,000 | $21,500 | |
| 7 | CLH |
Clean Harbors Inc
|
67 | $20,016 | |
| 8 | ONT |
Onterris, Inc.
|
600 | $12,126 |
All Filings in CWST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,539 | 779 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $51,412 | 648 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $107,538 | 1,098 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $25,585 | 413 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||