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Disclosery

Steward Financial Group LLC: WAT position timeline

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

Steward Financial Group LLC held 15 WAT shares at 2023-09-30 per its 13F-HR filed 2023-10-23.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 15 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $4,000.

    13F-HR 0001725888-23-000012 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 205 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $54,000.

    13F-HR 0001725888-23-000005 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 0 shares
    Change vs previous 13F -210 shares

    13F-HR 0001906349-22-000006 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2022-06-30
    13F 210 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $69,000.

    13F-HR 0001838234-22-000009 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 200 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $62,000.

    13F-HR 0001906349-22-000002 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 200 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $74,000.

    13F-HR 0001906349-22-000001 filed by Steward Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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