Skip to content
Disclosery

Great Waters Wealth Management: CL position timeline

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

Great Waters Wealth Management held 7,048 CL 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 7,048 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $601,335.

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

  2. period ended2026-06-30
    13F 7,053 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $646,619.

    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 7,048 shares
    Change vs previous 13F -257 shares

    0.06% of the 13F portfolio, value $600,701.

    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 7,305 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $577,241.

    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 7,305 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $583,962.

    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 7,305 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $664,025.

    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 7,305 shares
    Change vs previous 13F -364 shares

    0.09% of the 13F portfolio, value $684,479.

    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 7,669 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $697,189.

    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).