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Disclosery

Great Waters Wealth Management: DFAC position timeline

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

Great Waters Wealth Management held 285,686 DFAC 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 285,686 shares
    Change vs previous 13F -4,426 shares

    1.14% of the 13F portfolio, value $12,698,754.

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

  2. period ended2026-06-30
    13F 290,112 shares
    Change vs previous 13F -4,452 shares

    1.19% of the 13F portfolio, value $12,869,388.

    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 294,564 shares
    Change vs previous 13F -6,287 shares

    1.21% of the 13F portfolio, value $11,446,773.

    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 300,851 shares
    Change vs previous 13F +1,619 shares

    1.31% of the 13F portfolio, value $11,910,683.

    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 299,232 shares
    Change vs previous 13F -8,273 shares

    1.36% of the 13F portfolio, value $11,541,366.

    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 307,505 shares
    Change vs previous 13F -21,728 shares

    1.43% of the 13F portfolio, value $11,020,970.

    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 329,233 shares
    Change vs previous 13F -16,609 shares

    1.51% of the 13F portfolio, value $10,861,399.

    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 345,842 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $11,962,673.

    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).