Pearl Planning LLC RSG β€” REPUBLIC SVCS INC

Ownership history in Pearl Planning LLC  Β·  2 quarters on record

AI Ownership Summary

Pearl Planning LLC reported REPUBLIC SVCS INC (RSG) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows RSG at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RSG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pearl Planning LLC's position in REPUBLIC SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSG was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pearl Planning LLC held RSG β€” position size vs. price
% of Fund (quarterly)    RSG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,869 β€” 0% 0.22% $409K 2026-04-30 $209.22
2025 Q4 INITIATED β€” β€” β€” 1,869 β€” β€” 0.24% $396K 2026-02-03 $213.34

FAQ About Pearl Planning LLC and RSG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pearl Planning LLC reported owning RSG?

Pearl Planning LLC reported RSG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported RSG position in Pearl Planning LLC's portfolio?

The largest reported portfolio weight for RSG was 0.24% in 2025 Q4.

What is the latest reported RSG position on this page?

The most recent filing on this page is 2026 Q1, when Pearl Planning LLC reported 1,869 shares, equal to 0.22% of portfolio, with an estimated market value of $409K.

What does the chart on this RSG ownership page compare?

The chart compares Pearl Planning LLC's quarterly RSG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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