Waterstone Financial shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Waterstone Financial
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Quarterly reported holdings in Waterstone Financial by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9k | 120 | 15.60 |
| 2025-06-30 | $1.7k | 120 | 13.82 |
| 2025-03-31 | $1.6k | 120 | 13.45 |
| 2024-12-31 | $1.6k | 120 | 13.44 |
| 2024-09-30 | $1.8k | 120 | 14.70 |
| 2024-03-31 | $512 | 42 | 12.19 |
| 2023-12-31 | $1.8k | 130 | 14.20 |
More positions owned by Private Wealth Management Group
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