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Great Waters Wealth Management: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Waters Wealth Management on ACWI, newest first. How the timeline and the estimate are built.

Great Waters Wealth Management held 11,563 ACWI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,563 shares
    Change vs previous 13F -60 shares

    0.17% of the 13F portfolio, value $1,835,868.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,623 shares
    Change vs previous 13F -350 shares

    0.17% of the 13F portfolio, value $1,824,498.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,973 shares
    Change vs previous 13F -125 shares

    0.18% of the 13F portfolio, value $1,656,695.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,098 shares
    Change vs previous 13F +264 shares

    0.19% of the 13F portfolio, value $1,711,724.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 11,834 shares
    Change vs previous 13F +42 shares

    0.19% of the 13F portfolio, value $1,635,916.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 11,792 shares
    Change vs previous 13F -218 shares

    0.2% of the 13F portfolio, value $1,516,484.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 12,010 shares
    Change vs previous 13F -185 shares

    0.19% of the 13F portfolio, value $1,397,835.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 12,195 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,432,884.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).