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Disclosery

Great Waters Wealth Management: DFAX position timeline

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

Great Waters Wealth Management held 5,348,513 DFAX 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 5,348,513 shares
    Change vs previous 13F +294,434 shares

    17.8% of the 13F portfolio, value $198,001,946.

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

  2. period ended2026-06-30
    13F 5,054,079 shares
    Change vs previous 13F +167,227 shares

    17.25% of the 13F portfolio, value $186,192,266.

    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 4,886,852 shares
    Change vs previous 13F +39,446 shares

    17.57% of the 13F portfolio, value $166,006,363.

    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 4,847,406 shares
    Change vs previous 13F +310,432 shares

    17.45% of the 13F portfolio, value $158,655,588.

    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 4,536,974 shares
    Change vs previous 13F +192,591 shares

    16.82% of the 13F portfolio, value $142,370,248.

    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 4,344,383 shares
    Change vs previous 13F -11,203 shares

    16.6% of the 13F portfolio, value $127,594,538.

    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 4,355,586 shares
    Change vs previous 13F -250,738 shares

    15.83% of the 13F portfolio, value $114,116,359.

    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 4,606,324 shares
    Change vs previous 13F not available

    14.69% of the 13F portfolio, value $114,513,205.

    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).