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
- period ended2026-06-3013F 16,214 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,670 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,424 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,649 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,800 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).