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Disclosery

Cove Private Wealth, LLC: WAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cove Private Wealth, LLC on WAT, newest first. How the timeline and the estimate are built.

Cove Private Wealth, LLC held 1,887 WAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,887 shares
    Change vs previous 13F +1,003 shares

    0.14% of the 13F portfolio, value $707,849.

    13F-HR 0001172661-26-002962 filed by Cove Private Wealth, LLC
    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 884 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $263,373.

    13F-HR 0001172661-26-001836 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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