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Disclosery

Great Waters Wealth Management: COST position timeline

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

Great Waters Wealth Management held 1,811 COST 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 1,811 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $1,648,808.

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

  2. period ended2026-06-30
    13F 1,812 shares
    Change vs previous 13F +102 shares

    0.16% of the 13F portfolio, value $1,694,858.

    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 1,710 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $1,704,100.

    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 1,722 shares
    Change vs previous 13F -51 shares

    0.16% of the 13F portfolio, value $1,485,000.

    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 1,773 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $1,641,152.

    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 1,770 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $1,752,156.

    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 1,761 shares
    Change vs previous 13F +25 shares

    0.23% of the 13F portfolio, value $1,665,443.

    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 1,736 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,590,538.

    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).