Position in WAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,128
+$6,411 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#950
of 1,173 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WAT Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $5,270,794 across 3 Diagnostics & Research names. WAT ranks #3 (0.6% of the industry book) .
All Filings in WAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,128 | 83 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,717 | 83 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,549 | 62 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||