Position in RSG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,287,606
+$4,428,723 QoQ
Shares Held
81,132
+38.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#198
of 1,304 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in RSG Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $79,305,456 across 4 Waste Management names. RSG ranks #2 (21.8% of the industry book) .
All Filings in RSG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,287,606 | 81,132 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,858,883 | 58,711 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,638,902 | 40,763 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $9,864,153 | 39,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $996,730 | 4,116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $837,311 | 4,162 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $776,246 | 3,865 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $750,152 | 3,860 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $727,472 | 3,800 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $384,735 | 2,333 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $355,419 | 2,494 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $358,724 | 47,938 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $778,055 | 5,754 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $875,197 | 6,785 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||