Skip to content
Disclosery

Waterway Wealth Management, LLC: IVV position timeline

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

Waterway Wealth Management, LLC held 144,727 IVV 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 144,727 shares
    Change vs previous 13F +1,694 shares

    11.22% of the 13F portfolio, value $54,946,325.

    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 143,033 shares
    Change vs previous 13F -3,404 shares

    11.33% of the 13F portfolio, value $51,231,768.

    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 146,437 shares
    Change vs previous 13F +1,430 shares

    12.17% of the 13F portfolio, value $53,791,871.

    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 145,007 shares
    Change vs previous 13F +64,225 shares

    12.27% of the 13F portfolio, value $51,426,223.

    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 80,782 shares
    Change vs previous 13F +14,922 shares

    15.17% of the 13F portfolio, value $50,151,504.

    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 65,860 shares
    Change vs previous 13F +25,317 shares

    15.42% of the 13F portfolio, value $37,004,654.

    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 40,543 shares
    Change vs previous 13F +2,820 shares

    10.5% of the 13F portfolio, value $23,866,893.

    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 37,723 shares
    Change vs previous 13F not available

    9.35% of the 13F portfolio, value $21,758,373.

    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).