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CAPTRUST FINANCIAL ADVISORS: WAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WAT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 87,450 WAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,450 shares
    Change vs previous 13F -3,319 shares

    0.05% of the 13F portfolio, value $32,797,289.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,769 shares
    Change vs previous 13F +4,971 shares

    0.05% of the 13F portfolio, value $27,030,437.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,798 shares
    Change vs previous 13F -156 shares

    0.06% of the 13F portfolio, value $32,588,742.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 85,954 shares
    Change vs previous 13F -337 shares

    0.05% of the 13F portfolio, value $25,769,851.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,291 shares
    Change vs previous 13F -413 shares

    0.07% of the 13F portfolio, value $30,119,070.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,704 shares
    Change vs previous 13F +83,882 shares

    0.08% of the 13F portfolio, value $31,956,549.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,822 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $1,046,961.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $988,589.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).