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Waterway Wealth Management, LLC: IWF position timeline

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

Waterway Wealth Management, LLC held 454,846 IWF 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 454,846 shares
    Change vs previous 13F +278,252 shares

    9.4% of the 13F portfolio, value $46,058,406.

    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 176,594 shares
    Change vs previous 13F +21,238 shares

    11.27% of the 13F portfolio, value $50,974,970.

    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 155,356 shares
    Change vs previous 13F +3,983 shares

    9.82% of the 13F portfolio, value $43,376,315.

    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 151,373 shares
    Change vs previous 13F +97,810 shares

    9.76% of the 13F portfolio, value $40,907,409.

    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 53,563 shares
    Change vs previous 13F +33,058 shares

    6.88% of the 13F portfolio, value $22,741,622.

    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 20,505 shares
    Change vs previous 13F +9,158 shares

    3.09% of the 13F portfolio, value $7,404,068.

    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 11,347 shares
    Change vs previous 13F +2,019 shares

    2% of the 13F portfolio, value $4,556,919.

    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 9,328 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,501,547.

    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).