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Waterway Wealth Management, LLC: SPY position timeline

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

Waterway Wealth Management, LLC held 2,090 SPY 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 2,090 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $1,560,422.

    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 2,099 shares
    Change vs previous 13F +799 shares

    0.3% of the 13F portfolio, value $1,365,017.

    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 1,300 shares
    Change vs previous 13F +593 shares

    0.2% of the 13F portfolio, value $886,198.

    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 707 shares
    Change vs previous 13F +39 shares

    0.11% of the 13F portfolio, value $470,806.

    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 668 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $413,019.

    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 668 shares
    Change vs previous 13F -4,288 shares

    0.16% of the 13F portfolio, value $373,940.

    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 4,956 shares
    Change vs previous 13F +36 shares

    1.28% of the 13F portfolio, value $2,904,726.

    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 4,920 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,823,145.

    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).