MONTAG A & ASSOCIATES INC

Position in CWST — Casella Waste Systems Inc

CIK 829407 ATLANTA, GA

Position in CWST

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,745

+$635 QoQ

Shares Held

+28.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#380

of 415 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $3,457,205 across 5 Waste Management names. CWST ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RSG	Republic Services, Inc.	14,856	$3,165,516
2	WM	Waste Management Inc	1,162	$258,986
3	WCN	Waste Connections, Inc.	114	$19,002
4	GFL	GFL Environmental Inc.	325	$11,956
5	CWST	Casella Waste Systems Inc This page	18	$1,745

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,745	18	+28.6%	Shares	Sole	2026-08-05
2026-03-31	$1,110	14	+16.7%	Shares	Sole	2026-04-29
2025-12-31	$1,175	12	-33.3%	Shares	Sole	2026-02-02
2025-09-30	$1,707	18	+28.6%	Shares	Sole	2025-11-12
2025-06-30	$1,615	14	0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,561	14	+7.7%	Shares	Sole	2025-05-05
2024-12-31	$1,375	13	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,293	13	-7.1%	Shares	Sole	2024-11-05
2024-06-30	$1,389	14	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,384	14	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.