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Disclosery

Great Waters Wealth Management: SCHF position timeline

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

Great Waters Wealth Management held 60,047 SCHF 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 60,047 shares
    Change vs previous 13F -5,151 shares

    0.15% of the 13F portfolio, value $1,649,484.

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

  2. period ended2026-06-30
    13F 65,198 shares
    Change vs previous 13F +156 shares

    0.17% of the 13F portfolio, value $1,805,994.

    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 65,042 shares
    Change vs previous 13F -4,609 shares

    0.17% of the 13F portfolio, value $1,609,799.

    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 69,651 shares
    Change vs previous 13F +1,228 shares

    0.18% of the 13F portfolio, value $1,674,419.

    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 68,423 shares
    Change vs previous 13F -356 shares

    0.19% of the 13F portfolio, value $1,592,897.

    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 68,779 shares
    Change vs previous 13F +1,552 shares

    0.2% of the 13F portfolio, value $1,520,024.

    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 67,227 shares
    Change vs previous 13F -1,147 shares

    0.18% of the 13F portfolio, value $1,329,757.

    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 68,374 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,264,917.

    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).