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Disclosery

Great Waters Wealth Management: DFUS position timeline

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

Great Waters Wealth Management held 3,114,270 DFUS 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 3,114,270 shares
    Change vs previous 13F +179,602 shares

    23.25% of the 13F portfolio, value $258,577,855.

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

  2. period ended2026-06-30
    13F 2,934,668 shares
    Change vs previous 13F +116,765 shares

    22.28% of the 13F portfolio, value $240,466,688.

    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 2,817,903 shares
    Change vs previous 13F +132,363 shares

    21.15% of the 13F portfolio, value $199,817,528.

    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 2,685,540 shares
    Change vs previous 13F +188,544 shares

    21.91% of the 13F portfolio, value $199,186,507.

    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 2,496,996 shares
    Change vs previous 13F +106,456 shares

    21.37% of the 13F portfolio, value $180,882,379.

    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 2,390,540 shares
    Change vs previous 13F +24,112 shares

    20.84% of the 13F portfolio, value $160,213,964.

    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 2,366,428 shares
    Change vs previous 13F -144,638 shares

    19.86% of the 13F portfolio, value $143,121,580.

    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 2,511,066 shares
    Change vs previous 13F not available

    20.54% of the 13F portfolio, value $160,080,457.

    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).