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Disclosery

Waterway Wealth Management, LLC: VTI position timeline

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

Waterway Wealth Management, LLC held 0 VTI shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,245 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,245 shares
    Change vs previous 13F +170 shares

    0.09% of the 13F portfolio, value $417,289.

    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).

  3. period ended2025-09-30
    13F 1,075 shares
    Change vs previous 13F -1,163 shares

    0.08% of the 13F portfolio, value $352,807.

    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).

  4. period ended2025-06-30
    13F 2,238 shares
    Change vs previous 13F -5,534 shares

    0.21% of the 13F portfolio, value $680,183.

    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).

  5. period ended2025-03-31
    13F 7,772 shares
    Change vs previous 13F -427 shares

    0.89% of the 13F portfolio, value $2,136,545.

    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).

  6. period ended2024-12-31
    13F 8,199 shares
    Change vs previous 13F -472 shares

    1.04% of the 13F portfolio, value $2,376,141.

    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).

  7. period ended2024-09-30
    13F 8,671 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,454,808.

    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).