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Disclosery

Great Waters Wealth Management: IWM position timeline

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

Great Waters Wealth Management held 64,266 IWM 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 64,266 shares
    Change vs previous 13F -8,584 shares

    1.61% of the 13F portfolio, value $17,858,917.

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

  2. period ended2026-06-30
    13F 72,850 shares
    Change vs previous 13F -4,898 shares

    2.03% of the 13F portfolio, value $21,887,817.

    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 77,748 shares
    Change vs previous 13F -5,229 shares

    2.04% of the 13F portfolio, value $19,281,473.

    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 82,977 shares
    Change vs previous 13F -15,705 shares

    2.25% of the 13F portfolio, value $20,425,713.

    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 98,682 shares
    Change vs previous 13F -7,074 shares

    2.82% of the 13F portfolio, value $23,876,983.

    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 105,756 shares
    Change vs previous 13F -4,371 shares

    2.97% of the 13F portfolio, value $22,821,187.

    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 110,127 shares
    Change vs previous 13F -17,335 shares

    3.05% of the 13F portfolio, value $21,969,162.

    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 127,462 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $28,163,920.

    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).