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Disclosery

Great Waters Wealth Management: SCHG position timeline

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

Great Waters Wealth Management held 46,493 SCHG 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 46,493 shares
    Change vs previous 13F -382 shares

    0.15% of the 13F portfolio, value $1,670,506.

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

  2. period ended2026-06-30
    13F 46,875 shares
    Change vs previous 13F +2,369 shares

    0.15% of the 13F portfolio, value $1,586,256.

    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 44,506 shares
    Change vs previous 13F -409 shares

    0.14% of the 13F portfolio, value $1,296,455.

    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 44,915 shares
    Change vs previous 13F -626 shares

    0.16% of the 13F portfolio, value $1,465,117.

    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 45,541 shares
    Change vs previous 13F -12,992 shares

    0.17% of the 13F portfolio, value $1,453,206.

    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 58,533 shares
    Change vs previous 13F -2,765 shares

    0.22% of the 13F portfolio, value $1,709,749.

    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 61,298 shares
    Change vs previous 13F -826 shares

    0.21% of the 13F portfolio, value $1,534,909.

    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 62,124 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,731,390.

    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).