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Waterway Wealth Management, LLC: CSGP position timeline

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

Waterway Wealth Management, LLC held 16,214 CSGP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,214 shares
    Change vs previous 13F -11,456 shares

    0.09% of the 13F portfolio, value $459,180.

    13F-HR 0001104659-26-082945 filed by Waterway Wealth 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 27,670 shares
    Change vs previous 13F +16,246 shares

    0.25% of the 13F portfolio, value $1,116,208.

    13F-HR 0001104659-26-045912 filed by Waterway Wealth 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 11,424 shares
    Change vs previous 13F -5,225 shares

    0.17% of the 13F portfolio, value $768,150.

    13F-HR 0001104659-26-015612 filed by Waterway Wealth 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 16,649 shares
    Change vs previous 13F +1,849 shares

    0.34% of the 13F portfolio, value $1,404,676.

    13F-HR 0001104659-25-107482 filed by Waterway Wealth 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 14,800 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,189,920.

    13F-HR 0001104659-25-078222 filed by Waterway Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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