Position in RSG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,061,091
-$389,175 QoQ
Shares Held
19,059
-6.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#400
of 1,298 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RSG Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $15,424,755 across 4 Waste Management names. RSG ranks #2 (26.3% of the industry book) .
All Filings in RSG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,061,091 | 19,059 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,450,266 | 20,319 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,114,408 | 19,414 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,606,278 | 15,715 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,834,785 | 15,550 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,186,341 | 13,158 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,643,102 | 13,138 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,585,413 | 12,873 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,559,263 | 13,169 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,371,558 | 12,388 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,266,028 | 13,741 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||