Private Wealth Management Group, LLC
Position in CWST — Casella Waste Systems Inc
CIK 2011342
PRINCETON, NJ
Position in CWST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,327
-$1,163 QoQ
Shares Held
24
-45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 415 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $34,101 across 4 Waste Management names. CWST ranks #4 (6.8% of the industry book) .
All Filings in CWST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,327 | 24 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,490 | 44 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,350 | 24 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,277 | 24 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,769 | 24 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,676 | 24 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,539 | 24 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,387 | 24 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,381 | 24 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,372 | 24 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,051 | 24 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||