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Waterway Wealth Management, LLC: SPOT position timeline

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

Waterway Wealth Management, LLC held 3,595 SPOT 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 3,595 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,650,572.

    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 ยง4.2).