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Kestra Advisory Services, LLC: WAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on WAT, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 3,539 WAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,539 shares
    Change vs previous 13F -1,843 shares

    <0.01% of the 13F portfolio, value $1,327,079.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 2,786 shares
    • Kestra Investment Management, LLC: 753 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,382 shares
    Change vs previous 13F +1,214 shares

    <0.01% of the 13F portfolio, value $1,602,611.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,346 shares
    • Kestra Advisory Services, LLC: 3,036 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,168 shares
    Change vs previous 13F +1,830 shares

    <0.01% of the 13F portfolio, value $1,583,131.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,975 shares
    • Kestra Advisory Services, LLC: 2,193 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,338 shares
    Change vs previous 13F -446 shares

    <0.01% of the 13F portfolio, value $700,956.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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/A 2,784 shares
    Change vs previous 13F +171 shares

    <0.01% of the 13F portfolio, value $971,727.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,784 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 2,613 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $963,074.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,534 shares
    • Kestra Investment Management, LLC: 79 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,642 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $980,129.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 2,592 shares
    • Kestra Investment Management, LLC: 50 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,473 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $890,008.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).