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Waterway Wealth Management, LLC: XLF position timeline

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

Waterway Wealth Management, LLC held 6,789 XLF 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 6,789 shares
    Change vs previous 13F -402 shares

    0.07% of the 13F portfolio, value $363,935.

    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 7,191 shares
    Change vs previous 13F -261 shares

    0.08% of the 13F portfolio, value $355,016.

    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 7,452 shares
    Change vs previous 13F -298 shares

    0.09% of the 13F portfolio, value $408,146.

    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 7,750 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $417,502.

    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 7,749 shares
    Change vs previous 13F -30,170 shares

    0.12% of the 13F portfolio, value $405,835.

    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 37,919 shares
    Change vs previous 13F -18,263 shares

    0.79% of the 13F portfolio, value $1,888,761.

    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 56,182 shares
    Change vs previous 13F +307 shares

    1.19% of the 13F portfolio, value $2,715,263.

    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 55,875 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,532,270.

    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).