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Disclosery

Great Waters Wealth Management: DFGR position timeline

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

Great Waters Wealth Management held 1,044,549 DFGR 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 1,044,549 shares
    Change vs previous 13F +92,813 shares

    2.54% of the 13F portfolio, value $28,255,046.

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

  2. period ended2026-06-30
    13F 951,736 shares
    Change vs previous 13F +63,369 shares

    2.55% of the 13F portfolio, value $27,571,798.

    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 888,367 shares
    Change vs previous 13F +57,214 shares

    2.5% of the 13F portfolio, value $23,612,787.

    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 831,153 shares
    Change vs previous 13F +113,774 shares

    2.42% of the 13F portfolio, value $21,959,064.

    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 717,379 shares
    Change vs previous 13F +52,780 shares

    2.31% of the 13F portfolio, value $19,591,612.

    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 664,599 shares
    Change vs previous 13F +7,817 shares

    2.32% of the 13F portfolio, value $17,831,204.

    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 656,782 shares
    Change vs previous 13F -28,304 shares

    2.39% of the 13F portfolio, value $17,247,091.

    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 685,086 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $17,497,098.

    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).