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Disclosery

Smith Group Asset Management, LLC: WAT position timeline

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

Smith Group Asset Management, LLC held 83,123 WAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,123 shares
    Change vs previous 13F +5,511 shares

    1.27% of the 13F portfolio, value $31,174,450.

    13F-HR 0001893134-26-000003 filed by Smith Group Asset Management, 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 77,612 shares
    Change vs previous 13F +4,964 shares

    1.18% of the 13F portfolio, value $23,112,853.

    13F-HR 0001893134-26-000002 filed by Smith Group Asset Management, LLC
    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 72,648 shares
    Change vs previous 13F +4,586 shares

    1.46% of the 13F portfolio, value $27,593,890.

    13F-HR 0001893134-26-000001 filed by Smith Group Asset Management, LLC
    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 68,062 shares
    Change vs previous 13F +3,514 shares

    1.17% of the 13F portfolio, value $20,405,668.

    13F-HR 0001893134-25-000007 filed by Smith Group Asset Management, LLC
    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 64,548 shares
    Change vs previous 13F +1,248 shares

    1.48% of the 13F portfolio, value $22,529,834.

    13F-HR 0001085146-25-004336 filed by Smith Group Asset Management, LLC
    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 63,300 shares
    Change vs previous 13F +3,490 shares

    1.75% of the 13F portfolio, value $23,330,481.

    13F-HR 0001085146-25-002371 filed by Smith Group Asset Management, LLC
    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 59,810 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $22,188,314.

    13F-HR 0001085146-25-000411 filed by Smith Group Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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