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Disclosery

Great Waters Wealth Management: CORP position timeline

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

Great Waters Wealth Management held 18,318 CORP 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 18,318 shares
    Change vs previous 13F +265 shares

    0.15% of the 13F portfolio, value $1,681,576.

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

  2. period ended2026-06-30
    13F 18,053 shares
    Change vs previous 13F -557 shares

    0.16% of the 13F portfolio, value $1,749,350.

    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 18,610 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $1,801,489.

    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 18,710 shares
    Change vs previous 13F +1,365 shares

    0.2% of the 13F portfolio, value $1,830,796.

    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 17,345 shares
    Change vs previous 13F +405 shares

    0.2% of the 13F portfolio, value $1,710,577.

    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 16,940 shares
    Change vs previous 13F -659 shares

    0.21% of the 13F portfolio, value $1,648,393.

    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 17,599 shares
    Change vs previous 13F -288 shares

    0.24% of the 13F portfolio, value $1,703,028.

    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 17,887 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,701,046.

    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).