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Disclosery

Great Waters Wealth Management: BND position timeline

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

Great Waters Wealth Management held 332,202 BND 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 332,202 shares
    Change vs previous 13F -60,828 shares

    2.1% of the 13F portfolio, value $23,303,991.

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

  2. period ended2026-06-30
    13F 393,030 shares
    Change vs previous 13F -16,832 shares

    2.67% of the 13F portfolio, value $28,852,328.

    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 409,862 shares
    Change vs previous 13F -19,964 shares

    3.19% of the 13F portfolio, value $30,182,261.

    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 429,826 shares
    Change vs previous 13F -46,023 shares

    3.5% of the 13F portfolio, value $31,837,238.

    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 475,849 shares
    Change vs previous 13F -37,872 shares

    4.18% of the 13F portfolio, value $35,388,862.

    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 513,721 shares
    Change vs previous 13F -35,488 shares

    4.92% of the 13F portfolio, value $37,825,269.

    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 549,209 shares
    Change vs previous 13F -74,514 shares

    5.6% of the 13F portfolio, value $40,339,419.

    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 623,723 shares
    Change vs previous 13F not available

    5.76% of the 13F portfolio, value $44,851,954.

    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).