Position in NVRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$257,327
New position
Shares Held
13,116
first reported quarter
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Waste Management
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $21,270,697 across 4 Waste Management names.
All Filings in NVRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,327 | 13,116 | Shares | Other | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||