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Disclosery

Great Waters Wealth Management: DFCF position timeline

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

Great Waters Wealth Management held 4,243,092 DFCF 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 4,243,092 shares
    Change vs previous 13F +409,537 shares

    15.31% of the 13F portfolio, value $170,232,861.

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

  2. period ended2026-06-30
    13F 3,833,555 shares
    Change vs previous 13F +362,107 shares

    14.99% of the 13F portfolio, value $161,814,375.

    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 3,471,448 shares
    Change vs previous 13F +357,219 shares

    15.51% of the 13F portfolio, value $146,564,547.

    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 3,114,229 shares
    Change vs previous 13F +355,281 shares

    14.58% of the 13F portfolio, value $132,541,604.

    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 2,758,948 shares
    Change vs previous 13F +256,623 shares

    13.94% of the 13F portfolio, value $117,972,634.

    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 2,502,325 shares
    Change vs previous 13F +73,413 shares

    13.75% of the 13F portfolio, value $105,748,265.

    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 2,428,912 shares
    Change vs previous 13F -52,598 shares

    14.17% of the 13F portfolio, value $102,160,039.

    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 2,481,510 shares
    Change vs previous 13F not available

    13.14% of the 13F portfolio, value $102,411,898.

    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).