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Disclosery

Great Waters Wealth Management: IWD position timeline

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

Great Waters Wealth Management held 7,848 IWD 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 7,848 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $1,945,749.

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

  2. period ended2026-06-30
    13F 7,858 shares
    Change vs previous 13F +17 shares

    0.18% of the 13F portfolio, value $1,905,118.

    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 7,841 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $1,675,296.

    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 7,850 shares
    Change vs previous 13F -88 shares

    0.18% of the 13F portfolio, value $1,651,199.

    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 7,938 shares
    Change vs previous 13F -2 shares

    0.19% of the 13F portfolio, value $1,615,999.

    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 7,940 shares
    Change vs previous 13F +29 shares

    0.2% of the 13F portfolio, value $1,542,095.

    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 7,911 shares
    Change vs previous 13F -1,732 shares

    0.21% of the 13F portfolio, value $1,488,596.

    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 9,643 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,785,151.

    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).