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Disclosery

Great Waters Wealth Management: GIS position timeline

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

Great Waters Wealth Management held 10,227 GIS 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 10,227 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $328,886.

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

  2. period ended2026-06-30
    13F 10,225 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $355,830.

    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 10,183 shares
    Change vs previous 13F -223 shares

    0.04% of the 13F portfolio, value $379,027.

    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 10,406 shares
    Change vs previous 13F +552 shares

    0.05% of the 13F portfolio, value $483,889.

    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 9,854 shares
    Change vs previous 13F +1,483 shares

    0.06% of the 13F portfolio, value $496,840.

    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 8,371 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $433,698.

    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 8,370 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $500,443.

    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 8,369 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $533,700.

    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).