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Disclosery

Great Waters Wealth Management: QYLD position timeline

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

Great Waters Wealth Management held 11,233 QYLD 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 11,233 shares
    Change vs previous 13F -501 shares

    0.02% of the 13F portfolio, value $208,372.

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

  2. period ended2026-06-30
    13F 11,734 shares
    Change vs previous 13F -1,332 shares

    0.02% of the 13F portfolio, value $216,262.

    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 13,066 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $224,084.

    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 13,584 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $240,021.

    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 13,515 shares
    Change vs previous 13F +67 shares

    0.03% of the 13F portfolio, value $229,886.

    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 13,448 shares
    Change vs previous 13F +2,215 shares

    0.03% of the 13F portfolio, value $224,846.

    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 11,233 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $186,805.

    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).