Waterway Wealth Management, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterway Wealth Management, LLC on COP, newest first. How the timeline and the estimate are built.
Waterway Wealth Management, LLC held 3,191 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,191 sharesChange vs previous 13F -127 shares
0.07% of the 13F portfolio, value $331,736.
13F-HR 0001104659-26-082945 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,318 sharesChange vs previous 13F +127 shares
0.1% of the 13F portfolio, value $437,976.
13F-HR 0001104659-26-045912 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,191 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $298,710.
13F-HR 0001104659-26-015612 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,191 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $301,837.
13F-HR 0001104659-25-107482 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,191 sharesChange vs previous 13F -4,373 shares
0.09% of the 13F portfolio, value $286,360.
13F-HR 0001104659-25-078222 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,564 sharesChange vs previous 13F +4,512 shares
0.33% of the 13F portfolio, value $794,399.
13F-HR 0001104659-25-045968 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,052 sharesChange vs previous 13F -36 shares
0.13% of the 13F portfolio, value $302,635.
13F-HR 0001104659-25-009435 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,088 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $325,115.
13F-HR 0001104659-24-110214 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).