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Disclosery

Great Waters Wealth Management: SCHB position timeline

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

Great Waters Wealth Management held 85,827 SCHB 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 85,827 shares
    Change vs previous 13F -9,144 shares

    0.23% of the 13F portfolio, value $2,515,602.

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

  2. period ended2026-06-30
    13F 94,971 shares
    Change vs previous 13F -291 shares

    0.25% of the 13F portfolio, value $2,750,347.

    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 95,262 shares
    Change vs previous 13F -452 shares

    0.25% of the 13F portfolio, value $2,391,081.

    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 95,714 shares
    Change vs previous 13F -1,459 shares

    0.28% of the 13F portfolio, value $2,510,584.

    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 97,173 shares
    Change vs previous 13F -1,477 shares

    0.3% of the 13F portfolio, value $2,498,328.

    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 98,650 shares
    Change vs previous 13F -3,596 shares

    0.31% of the 13F portfolio, value $2,350,836.

    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 102,246 shares
    Change vs previous 13F -2,696 shares

    0.31% of the 13F portfolio, value $2,201,355.

    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 104,942 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,382,180.

    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).