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Disclosery

Great Waters Wealth Management: DFIC position timeline

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

Great Waters Wealth Management held 491,025 DFIC 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 491,025 shares
    Change vs previous 13F -83,459 shares

    1.66% of the 13F portfolio, value $18,467,438.

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

  2. period ended2026-06-30
    13F 574,484 shares
    Change vs previous 13F -46,546 shares

    1.98% of the 13F portfolio, value $21,405,286.

    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 621,030 shares
    Change vs previous 13F -73,741 shares

    2.34% of the 13F portfolio, value $22,065,190.

    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 694,771 shares
    Change vs previous 13F -165,259 shares

    2.63% of the 13F portfolio, value $23,941,818.

    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 860,030 shares
    Change vs previous 13F -75,154 shares

    3.33% of the 13F portfolio, value $28,200,393.

    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 935,184 shares
    Change vs previous 13F -63,171 shares

    3.78% of the 13F portfolio, value $29,074,856.

    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 998,355 shares
    Change vs previous 13F -173,345 shares

    3.85% of the 13F portfolio, value $27,724,327.

    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 1,171,700 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $30,282,583.

    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).