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Disclosery

GRAYBILL WEALTH MANAGEMENT, LTD.: WAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAYBILL WEALTH MANAGEMENT, LTD. on WAT, newest first. How the timeline and the estimate are built.

GRAYBILL WEALTH MANAGEMENT, LTD. held 12,758 WAT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,758 shares
    Change vs previous 13F +296 shares

    1.29% of the 13F portfolio, value $4,784,760.

    13F-HR 0001252007-26-000003 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 12,462 shares
    Change vs previous 13F +3,792 shares

    1.13% of the 13F portfolio, value $3,711,184.

    13F-HR 0001252007-26-000002 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 8,670 shares
    Change vs previous 13F +29 shares

    0.97% of the 13F portfolio, value $3,293,126.

    13F-HR 0001252007-26-000001 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    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 8,641 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,590,658.

    13F-HR 0001252007-25-000008 filed by GRAYBILL WEALTH MANAGEMENT, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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