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Disclosery

Great Waters Wealth Management: DFSD position timeline

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

Great Waters Wealth Management held 2,114,712 DFSD 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 2,114,712 shares
    Change vs previous 13F +165,541 shares

    8.84% of the 13F portfolio, value $98,274,879.

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

  2. period ended2026-06-30
    13F 1,949,171 shares
    Change vs previous 13F +165,247 shares

    8.62% of the 13F portfolio, value $93,072,932.

    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 1,783,924 shares
    Change vs previous 13F +224,127 shares

    9.04% of the 13F portfolio, value $85,414,288.

    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 1,559,797 shares
    Change vs previous 13F +148,092 shares

    8.23% of the 13F portfolio, value $74,792,257.

    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 1,411,705 shares
    Change vs previous 13F +169,265 shares

    8.04% of the 13F portfolio, value $68,030,073.

    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 1,242,440 shares
    Change vs previous 13F +53,154 shares

    7.76% of the 13F portfolio, value $59,649,552.

    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 1,189,286 shares
    Change vs previous 13F -34,059 shares

    7.84% of the 13F portfolio, value $56,514,856.

    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 1,223,345 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $57,350,426.

    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).