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Waterway Wealth Management, LLC: EFA position timeline

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

Waterway Wealth Management, LLC held 137,342 EFA 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 137,342 shares
    Change vs previous 13F -10,372 shares

    2.91% of the 13F portfolio, value $14,267,008.

    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 147,714 shares
    Change vs previous 13F -59,489 shares

    3.17% of the 13F portfolio, value $14,347,291.

    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 207,203 shares
    Change vs previous 13F -63,342 shares

    4.5% of the 13F portfolio, value $19,897,666.

    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 270,545 shares
    Change vs previous 13F +14,289 shares

    4.81% of the 13F portfolio, value $20,163,450.

    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 256,256 shares
    Change vs previous 13F -240,507 shares

    6.93% of the 13F portfolio, value $22,906,430.

    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 496,763 shares
    Change vs previous 13F -123,080 shares

    16.92% of the 13F portfolio, value $40,605,769.

    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 619,843 shares
    Change vs previous 13F +42,841 shares

    20.61% of the 13F portfolio, value $46,866,346.

    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 577,002 shares
    Change vs previous 13F not available

    20.73% of the 13F portfolio, value $48,256,717.

    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).