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Third View Private Wealth, LLC: WAT position timeline

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

Third View Private Wealth, LLC held 1,280 WAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,280 shares
    Change vs previous 13F -3,765 shares

    0.06% of the 13F portfolio, value $480,051.

    13F-HR 0002083406-26-000003 filed by Third View 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 5,045 shares
    Change vs previous 13F +3,638 shares

    0.21% of the 13F portfolio, value $1,502,401.

    13F-HR 0002083406-26-000002 filed by Third View Private Wealth, 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 1,407 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $534,421.

    13F-HR 0002083406-26-000001 filed by Third View Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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