Waterway Wealth Management, LLC SEC EDGAR Filings (CIK 0001992193)

SEC EDGAR filings, ownership reports, and insider transactions for 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
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Waterway Wealth Management, LLC has filed 10 SEC EDGAR filings since 17 Jan 2024

Latest Filings

Recent SEC filings for Waterway Wealth Management, LLC including 13F-HR, N-PX.

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

About this filer

Waterway Wealth Management, LLC files with the SEC under CIK 0001992193. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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