Position in RSG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$32,814
-$477 QoQ
Shares Held
154
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,135
of 1,298 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RSG Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $388,116 across 5 Waste Management names. RSG ranks #4 (8.5% of the industry book) .
All Filings in RSG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,814 | 154 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $33,291 | 152 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,450 | 21 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $24,554 | 107 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $21,701 | 88 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20,099 | 83 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,490 | 77 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,263 | 76 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,749 | 9 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,722 | 9 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $824 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $712 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $765 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $676 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,031 | 8 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||