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FRG Family Wealth Advisors LLC: WAT position timeline

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

FRG Family Wealth Advisors LLC held 1,471 WAT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,471 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $438,064.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).