Position in WCN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$224,531
+$199,516 QoQ
Shares Held
1,347
+774.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#654
of 828 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $388,116 across 5 Waste Management names. WCN ranks #1 (57.9% of the industry book) .
All Filings in WCN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,531 | 1,347 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $25,015 | 154 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $56,816 | 324 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,625 | 32 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,360 | 18 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,927 | 15 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,715 | 10 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,609 | 9 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,578 | 9 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,204 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $597 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $402 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $428 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $417 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $397 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||