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Waterway Wealth Management, LLC: IVE position timeline

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

Waterway Wealth Management, LLC held 119,174 IVE 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 119,174 shares
    Change vs previous 13F -12,542 shares

    4.13% of the 13F portfolio, value $20,207,358.

    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 131,716 shares
    Change vs previous 13F -22,875 shares

    4.16% of the 13F portfolio, value $18,797,700.

    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 154,591 shares
    Change vs previous 13F +5,026 shares

    5.36% of the 13F portfolio, value $23,682,499.

    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 149,565 shares
    Change vs previous 13F +124,598 shares

    5.29% of the 13F portfolio, value $22,185,080.

    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 24,967 shares
    Change vs previous 13F +9,015 shares

    1.48% of the 13F portfolio, value $4,878,996.

    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 15,952 shares
    Change vs previous 13F +13,241 shares

    1.27% of the 13F portfolio, value $3,040,063.

    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 2,711 shares
    Change vs previous 13F +900 shares

    0.23% of the 13F portfolio, value $517,442.

    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 1,811 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $357,040.

    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).