Skip to content
Disclosery

Great Waters Wealth Management: IWF position timeline

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

Great Waters Wealth Management held 19,755 IWF 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 19,755 shares
    Change vs previous 13F -267 shares

    0.22% of the 13F portfolio, value $2,474,472.

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

  2. period ended2026-06-30
    13F 20,022 shares
    Change vs previous 13F +14,993 shares

    0.23% of the 13F portfolio, value $2,486,123.

    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 5,029 shares
    Change vs previous 13F -59 shares

    0.23% of the 13F portfolio, value $2,144,316.

    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 5,088 shares
    Change vs previous 13F -133 shares

    0.26% of the 13F portfolio, value $2,408,377.

    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 5,221 shares
    Change vs previous 13F +88 shares

    0.29% of the 13F portfolio, value $2,445,457.

    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 5,133 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $2,179,426.

    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 5,132 shares
    Change vs previous 13F -1,120 shares

    0.26% of the 13F portfolio, value $1,853,167.

    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 6,252 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,510,588.

    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).