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Disclosery

Great Waters Wealth Management: SPY position timeline

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

Great Waters Wealth Management held 1,828 SPY 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 1,828 shares
    Change vs previous 13F +257 shares

    0.13% of the 13F portfolio, value $1,394,220.

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

  2. period ended2026-06-30
    13F 1,571 shares
    Change vs previous 13F +582 shares

    0.11% of the 13F portfolio, value $1,173,412.

    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 989 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $642,862.

    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 936 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $638,574.

    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 935 shares
    Change vs previous 13F -12 shares

    0.07% of the 13F portfolio, value $622,556.

    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 947 shares
    Change vs previous 13F -498 shares

    0.08% of the 13F portfolio, value $584,826.

    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 1,445 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $808,288.

    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 1,427 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $836,363.

    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).