Position in CWST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,472
+$7,722 QoQ
Shares Held
438
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#322
of 415 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,020,943 across 7 Waste Management names. CWST ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
|
4,024 | $896,869 | |
| 2 | WCN |
Waste Connections, Inc.
|
402 | $67,009 | |
| 3 | CWST |
Casella Waste Systems Inc
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|
438 | $42,472 | |
| 4 | RSG |
Republic Services, Inc.
|
51 | $10,867 | |
| 5 | ABAT |
AMERICAN BATTERY TECHNOLOGY Co
|
1,000 | $2,830 | |
| 6 | GFL |
GFL Environmental Inc.
|
24 | $882 | |
| 7 | AQMS |
Aqua Metals, Inc.
|
5 | $14 |
All Filings in CWST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,472 | 438 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $34,750 | 438 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,897 | 438 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||