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Disclosery

Great Waters Wealth Management: PEP position timeline

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

Great Waters Wealth Management held 3,075 PEP 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 3,075 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $389,655.

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

  2. period ended2026-06-30
    13F 3,040 shares
    Change vs previous 13F +202 shares

    0.04% of the 13F portfolio, value $411,666.

    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 2,838 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $440,730.

    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 2,837 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $407,225.

    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 2,837 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $398,427.

    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).