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Waterway Wealth Management, LLC: DLN position timeline

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

Waterway Wealth Management, LLC held 655,697 DLN 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 655,697 shares
    Change vs previous 13F -19,645 shares

    11.59% of the 13F portfolio, value $56,768,225.

    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 675,342 shares
    Change vs previous 13F -25,039 shares

    11.7% of the 13F portfolio, value $52,920,849.

    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 700,381 shares
    Change vs previous 13F -31,880 shares

    12.33% of the 13F portfolio, value $54,474,211.

    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 732,261 shares
    Change vs previous 13F +131,891 shares

    13.49% of the 13F portfolio, value $56,576,030.

    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 600,370 shares
    Change vs previous 13F +61,815 shares

    14.92% of the 13F portfolio, value $49,310,379.

    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).

  6. period ended2025-03-31
    13F 538,555 shares
    Change vs previous 13F +17,199 shares

    17.81% of the 13F portfolio, value $42,738,371.

    13F-HR 0001104659-25-045968 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).

  7. period ended2024-12-31
    13F 521,356 shares
    Change vs previous 13F -4,815 shares

    17.84% of the 13F portfolio, value $40,556,302.

    13F-HR 0001104659-25-009435 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).

  8. period ended2024-09-30
    13F 526,171 shares
    Change vs previous 13F not available

    17.75% of the 13F portfolio, value $41,333,495.

    13F-HR 0001104659-24-110214 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).