Position in WCN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$945,799
+$114,107 QoQ
Shares Held
5,674
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#438
of 828 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WCN 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. WCN ranks #3 (1.2% of the industry book) .
All Filings in WCN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,799 | 5,674 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $831,692 | 5,120 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,115,815 | 6,363 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,285,007 | 6,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,327,292 | 6,800 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||