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Disclosery

Great Waters Wealth Management: SPGM position timeline

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

Great Waters Wealth Management held 30,262 SPGM 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 30,262 shares
    Change vs previous 13F -228 shares

    0.24% of the 13F portfolio, value $2,617,633.

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

  2. period ended2026-06-30
    13F 30,490 shares
    Change vs previous 13F -1,002 shares

    0.24% of the 13F portfolio, value $2,612,045.

    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 31,492 shares
    Change vs previous 13F -516 shares

    0.25% of the 13F portfolio, value $2,384,277.

    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 32,008 shares
    Change vs previous 13F +974 shares

    0.27% of the 13F portfolio, value $2,455,346.

    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 31,034 shares
    Change vs previous 13F -5,845 shares

    0.27% of the 13F portfolio, value $2,324,446.

    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 36,879 shares
    Change vs previous 13F -1,081 shares

    0.33% of the 13F portfolio, value $2,544,643.

    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 37,960 shares
    Change vs previous 13F -619 shares

    0.33% of the 13F portfolio, value $2,369,437.

    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 38,579 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,443,210.

    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).