Position in WCN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,002
+$159 QoQ
Shares Held
114
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#746
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, 2026MONTAG A & ASSOCIATES INC holds $3,457,205 across 5 Waste Management names. WCN ranks #3 (0.5% 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 | $19,002 | 114 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,843 | 116 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $20,517 | 117 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $20,744 | 118 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,032 | 118 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,032 | 118 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $20,589 | 120 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $79,574 | 445 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,043 | 120 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,641 | 120 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,419 | 110 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,430 | 100 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,293 | 100 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,907 | 100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,483 | 64 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||