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Waterway Wealth Management, LLC: FLEX position timeline

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

Waterway Wealth Management, LLC held 3,608 FLEX 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 3,608 shares
    Change vs previous 13F -13,639 shares

    0.12% of the 13F portfolio, value $584,749.

    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 17,247 shares
    Change vs previous 13F -2,020 shares

    0.25% of the 13F portfolio, value $1,128,989.

    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 19,267 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,164,112.

    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).