Beacon Harbor Wealth Advisors, Inc.
Position in WTS — Watts Water Technologies Inc
CIK 1784093
VIRGINIA BEACH, VA
Position in WTS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$6,989,022
+$452,317 QoQ
Shares Held
24,076
+1.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Beacon Harbor Wealth Advisors, Inc. holds $404,151 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
344 | $404,151 |
All Filings in WTS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,989,022 | 24,076 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,536,705 | 23,682 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,444,106 | 23,074 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||