Position in WAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,376
+$1,931 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,031
of 1,173 holders
Holding Since
Mar 2026
2 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, 2026VSM Wealth Advisory, LLC holds $67,835 across 3 Diagnostics & Research names. WAT ranks #3 (13.8% of the industry book) .
All Filings in WAT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,376 | 25 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,445 | 25 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||