Measured Wealth Private Client Group, LLC

SEC CIK: 0001720235
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CWST holding history

Casella Waste Systems Inc in every 13F filed by Measured Wealth Private Client Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CWST overview All 13F holders of CWST Full Q2 2026 holdings

Shares (Q2 2026): 381
Value: $36.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CWST by Measured Wealth Private Client Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	381	$36.9K	<0.1%	+83+27.9%	Added	Holders
Q1 2026	298	$23.6K	<0.1%	+49+19.7%	Added	Holders
Q4 2025	249	$24.4K	<0.1%	+20+8.7%	Added	Holders
Q3 2025	229	$21.7K	<0.1%	+229	New	Holders