Waterway Wealth Management, LLC: RSP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterway Wealth Management, LLC on RSP, newest first. How the timeline and the estimate are built.
Waterway Wealth Management, LLC held 1,541 RSP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,541 sharesChange vs previous 13F -609 shares
0.07% of the 13F portfolio, value $327,879.
13F-HR 0001104659-26-082945 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,150 sharesChange vs previous 13F +500 shares
0.09% of the 13F portfolio, value $412,628.
13F-HR 0001104659-26-045912 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,650 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $316,074.
13F-HR 0001104659-26-015612 filed by Waterway Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).