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Disclosery

Great Waters Wealth Management: DFAE position timeline

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

Great Waters Wealth Management held 182,668 DFAE 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 182,668 shares
    Change vs previous 13F -31,103 shares

    0.65% of the 13F portfolio, value $7,180,664.

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

  2. period ended2026-06-30
    13F 213,771 shares
    Change vs previous 13F -22,762 shares

    0.8% of the 13F portfolio, value $8,595,724.

    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 236,533 shares
    Change vs previous 13F -28,468 shares

    0.85% of the 13F portfolio, value $8,009,011.

    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 265,001 shares
    Change vs previous 13F -63,805 shares

    0.95% of the 13F portfolio, value $8,631,086.

    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 328,806 shares
    Change vs previous 13F -25,261 shares

    1.22% of the 13F portfolio, value $10,367,268.

    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 354,067 shares
    Change vs previous 13F -21,604 shares

    1.33% of the 13F portfolio, value $10,250,225.

    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 375,671 shares
    Change vs previous 13F -62,944 shares

    1.35% of the 13F portfolio, value $9,726,117.

    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 438,615 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $11,127,658.

    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).