PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in WTS — Watts Water Technologies Inc
CIK 2145782
WALTHAM, MA
Position in WTS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,214
+$28,224 QoQ
Shares Held
279
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#459
of 574 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $953,737 across 5 Specialty Industrial Machinery names. WTS ranks #3 (11.5% of the industry book) .
All Filings in WTS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,214 | 279 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $80,990 | 279 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $77,009 | 279 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $77,919 | 279 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $68,603 | 279 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $56,893 | 279 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $56,720 | 279 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $70,444 | 340 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $62,345 | 340 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $72,267 | 340 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $70,835 | 340 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $58,758 | 340 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $62,468 | 340 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $57,228 | 340 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $49,718 | 340 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||