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Disclosery

Great Waters Wealth Management: DFAT position timeline

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

Great Waters Wealth Management held 942,310 DFAT 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 942,310 shares
    Change vs previous 13F +53,953 shares

    5.63% of the 13F portfolio, value $62,607,048.

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

  2. period ended2026-06-30
    13F 888,357 shares
    Change vs previous 13F +34,948 shares

    5.75% of the 13F portfolio, value $62,096,122.

    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 853,409 shares
    Change vs previous 13F +30,020 shares

    5.64% of the 13F portfolio, value $53,295,404.

    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 823,389 shares
    Change vs previous 13F +88,542 shares

    5.39% of the 13F portfolio, value $49,024,560.

    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 734,847 shares
    Change vs previous 13F +44,391 shares

    5.05% of the 13F portfolio, value $42,775,427.

    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 690,456 shares
    Change vs previous 13F +20,782 shares

    4.85% of the 13F portfolio, value $37,257,009.

    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 669,674 shares
    Change vs previous 13F -30,022 shares

    4.78% of the 13F portfolio, value $34,481,492.

    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 699,696 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $38,945,103.

    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).