Skip to content
Disclosery

Great Waters Wealth Management: DFAS position timeline

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

Great Waters Wealth Management held 1,227,703 DFAS 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 1,227,703 shares
    Change vs previous 13F +77,573 shares

    8.55% of the 13F portfolio, value $95,048,788.

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

  2. period ended2026-06-30
    13F 1,150,130 shares
    Change vs previous 13F +53,556 shares

    8.77% of the 13F portfolio, value $94,701,711.

    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 1,096,574 shares
    Change vs previous 13F +46,988 shares

    8.25% of the 13F portfolio, value $77,999,292.

    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 1,049,586 shares
    Change vs previous 13F +116,888 shares

    8.04% of the 13F portfolio, value $73,124,659.

    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 932,698 shares
    Change vs previous 13F +52,767 shares

    7.54% of the 13F portfolio, value $63,852,503.

    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 879,931 shares
    Change vs previous 13F +25,864 shares

    7.29% of the 13F portfolio, value $56,060,417.

    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 854,067 shares
    Change vs previous 13F -38,969 shares

    7.08% of the 13F portfolio, value $51,030,484.

    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 893,036 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $58,118,766.

    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).