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Disclosery

Great Waters Wealth Management: IFLN position timeline

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

Great Waters Wealth Management held 48,358 IFLN 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 48,358 shares
    Change vs previous 13F +789 shares

    0.08% of the 13F portfolio, value $843,359.

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

  2. period ended2026-06-30
    13F 47,569 shares
    Change vs previous 13F -962 shares

    0.08% of the 13F portfolio, value $870,031.

    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 48,531 shares
    Change vs previous 13F -98 shares

    0.09% of the 13F portfolio, value $870,646.

    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 48,629 shares
    Change vs previous 13F +1,599 shares

    0.1% of the 13F portfolio, value $904,501.

    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 47,030 shares
    Change vs previous 13F +1,283 shares

    0.1% of the 13F portfolio, value $873,825.

    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 45,747 shares
    Change vs previous 13F -741 shares

    0.11% of the 13F portfolio, value $844,496.

    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 46,488 shares
    Change vs previous 13F -482 shares

    0.12% of the 13F portfolio, value $839,579.

    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 46,970 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $849,219.

    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).