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Disclosery

Great Waters Wealth Management: SPLV position timeline

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

Great Waters Wealth Management held 22,654 SPLV 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 22,654 shares
    Change vs previous 13F +38 shares

    0.14% of the 13F portfolio, value $1,597,358.

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

  2. period ended2026-06-30
    13F 22,616 shares
    Change vs previous 13F -579 shares

    0.16% of the 13F portfolio, value $1,693,975.

    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 23,195 shares
    Change vs previous 13F -107 shares

    0.18% of the 13F portfolio, value $1,696,517.

    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 23,302 shares
    Change vs previous 13F +744 shares

    0.18% of the 13F portfolio, value $1,664,224.

    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 22,558 shares
    Change vs previous 13F +423 shares

    0.2% of the 13F portfolio, value $1,657,565.

    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 22,135 shares
    Change vs previous 13F -280 shares

    0.21% of the 13F portfolio, value $1,611,843.

    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 22,415 shares
    Change vs previous 13F -776 shares

    0.23% of the 13F portfolio, value $1,674,817.

    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 23,191 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,623,338.

    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).