Waterway Wealth Management, LLC

Business address
21 Waterway Avenue, Suite 500, The Woodlands, TX, 77380
Top securities (13F)
DLN, IVV, IWF, PYLD, IVE, MUB, EFA, IEFA, GBIL, FMDE, SUB, JQUA, IJR, NVDA, AMZN, MSFT, AAPL, DGRW, GOOGL, and JPM
State of incorporation
TX
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Waterway Wealth Management, LLC has filed 10 SEC EDGAR filings since 17 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-23509
13F-HR Open Document Open Filing 14 Aug 2025 30 Jun 2025 028-23509
N-PX Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-23509
13F-HR Open Document Open Filing 08 May 2025 31 Mar 2025 028-23509
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-23509
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-23509
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-23509
N-PX Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-23509
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-23509
13F-HR Open Document Open Filing 17 Jan 2024 31 Dec 2023 028-23509