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Disclosery

Great Waters Wealth Management: MSFT position timeline

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

Great Waters Wealth Management held 5,453 MSFT 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 5,453 shares
    Change vs previous 13F +140 shares

    0.25% of the 13F portfolio, value $2,796,903.

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

  2. period ended2026-06-30
    13F 5,313 shares
    Change vs previous 13F +254 shares

    0.18% of the 13F portfolio, value $1,982,032.

    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 5,059 shares
    Change vs previous 13F +150 shares

    0.2% of the 13F portfolio, value $1,872,572.

    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 4,909 shares
    Change vs previous 13F -441 shares

    0.26% of the 13F portfolio, value $2,374,097.

    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 5,350 shares
    Change vs previous 13F +67 shares

    0.33% of the 13F portfolio, value $2,770,858.

    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 5,283 shares
    Change vs previous 13F +248 shares

    0.34% of the 13F portfolio, value $2,627,748.

    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 5,035 shares
    Change vs previous 13F -318 shares

    0.26% of the 13F portfolio, value $1,890,022.

    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 5,353 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,256,299.

    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).