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Disclosery

Great Waters Wealth Management: SOLV position timeline

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

Great Waters Wealth Management held 5,519 SOLV 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 5,519 shares
    Change vs previous 13F -49 shares

    0.04% of the 13F portfolio, value $486,498.

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

  2. period ended2026-06-30
    13F 5,568 shares
    Change vs previous 13F -53 shares

    0.04% of the 13F portfolio, value $429,571.

    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 5,621 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $367,051.

    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 5,585 shares
    Change vs previous 13F -1,363 shares

    0.05% of the 13F portfolio, value $442,555.

    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 6,948 shares
    Change vs previous 13F +1,361 shares

    0.06% of the 13F portfolio, value $507,204.

    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 5,587 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $423,718.

    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 5,633 shares
    Change vs previous 13F -239 shares

    0.06% of the 13F portfolio, value $428,333.

    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 5,872 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $387,904.

    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).