Beacon Investment Advisory Services »

WaterBridge Infrastructure shares owned by Beacon Investment Advisory Services

Quarter-by-quarter ownership of WaterBridge Infrastructure (WBI) shares owned by Beacon Investment Advisory Services from 13F filings

Historical chart of Beacon Investment Advisory Services investment in WaterBridge Infrastructure

Tip: Access up to 7 years of quarterly data

All positions including WaterBridge Infrastructure held by Beacon Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WaterBridge Infrastructure by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 500 26.79

More positions owned by Beacon Investment Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
Analog Devices (ADI)

View all positions for Beacon Investment Advisory Services

Top funds holding WaterBridge Infrastructure

Devon Energy Corp
Horizon Kinetics Asset Management
FMR
Schwartz Investment Counsel
Ameriprise Financial
Cinctive Capital Management
Emory University
Tensile Capital Management
Citadel Advisors
First Manhattan
Westwood Holdings
Hill City Capital
Fideuram - Intesa Sanpaolo Private Banking S.p.a.
Morgan Stanley
Federated Investors

View all funds holding WaterBridge Infrastructure