Institute for Wealth Management, LLC.
Position in WCN — Waste Connections, Inc.
CIK 1533954
DENVER, CO
Position in WCN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$210,029
+$1,132 QoQ
Shares Held
1,260
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#671
of 831 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WCN Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,259,928 across 4 Waste Management names. WCN ranks #2 (9.3% of the industry book) .
All Filings in WCN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,029 | 1,260 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $208,897 | 1,286 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $225,512 | 1,286 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $226,078 | 1,286 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $251,325 | 1,346 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $271,509 | 1,391 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $238,667 | 1,391 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $251,778 | 1,408 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $246,906 | 1,408 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $242,190 | 1,408 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $215,545 | 1,444 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $221,255 | 1,548 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $215,280 | 1,548 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $241,391 | 1,821 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $246,071 | 1,821 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $225,731 | 1,821 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $254,393 | 1,821 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $248,147 | 1,821 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $229,318 | 1,821 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $217,482 | 1,821 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $225,678 | 2,090 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $224,936 | 2,193 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $239,674 | 2,309 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $216,561 | 2,309 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||