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Waterway Wealth Management, LLC: IEFA position timeline

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

Waterway Wealth Management, LLC held 247,308 IEFA 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 247,308 shares
    Change vs previous 13F -14,579 shares

    4.06% of the 13F portfolio, value $19,883,398.

    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 261,887 shares
    Change vs previous 13F -4,291 shares

    4.47% of the 13F portfolio, value $20,235,480.

    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 266,178 shares
    Change vs previous 13F +58,823 shares

    4.54% of the 13F portfolio, value $20,063,628.

    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 207,355 shares
    Change vs previous 13F -50,784 shares

    4.32% of the 13F portfolio, value $18,102,463.

    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 258,139 shares
    Change vs previous 13F +244,237 shares

    6.52% of the 13F portfolio, value $21,549,465.

    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 13,902 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,051,699.

    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).