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Disclosery

Great Waters Wealth Management: SRLN position timeline

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

Great Waters Wealth Management held 38,410 SRLN 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 38,410 shares
    Change vs previous 13F +623 shares

    0.14% of the 13F portfolio, value $1,551,378.

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

  2. period ended2026-06-30
    13F 37,787 shares
    Change vs previous 13F -1,591 shares

    0.14% of the 13F portfolio, value $1,522,424.

    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 39,378 shares
    Change vs previous 13F -396 shares

    0.17% of the 13F portfolio, value $1,580,653.

    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 39,774 shares
    Change vs previous 13F +3,348 shares

    0.18% of the 13F portfolio, value $1,641,472.

    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 36,426 shares
    Change vs previous 13F +448 shares

    0.18% of the 13F portfolio, value $1,514,609.

    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 35,978 shares
    Change vs previous 13F -2,316 shares

    0.19% of the 13F portfolio, value $1,496,322.

    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 38,294 shares
    Change vs previous 13F -526 shares

    0.22% of the 13F portfolio, value $1,575,012.

    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 38,820 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,619,966.

    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).