Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WAT holding history

Waters Corp in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WAT overview All 13F holders of WAT Full Q2 2026 holdings

Shares (Q2 2026): 1,020
Value: $382.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of WAT by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,020	$382.5K	<0.1%	+133+15.0%	Added	Holders
Q1 2026	887	$264.1K	<0.1%	−381−30.0%	Reduced	Holders
Q4 2025	1,268	$481.7K	<0.1%	+1,196+1,661.1%	Added	Holders
Q3 2025	72	$21.6K	<0.1%	+72	New	Holders