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Disclosery

Great Waters Wealth Management: TER position timeline

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

Great Waters Wealth Management held 4,000 TER 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 4,000 shares
    Change vs previous 13F -12 shares

    0.14% of the 13F portfolio, value $1,603,640.

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

  2. period ended2026-06-30
    13F 4,012 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,941,166.

    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 4,012 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,189,398.

    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 4,012 shares
    Change vs previous 13F -1,000 shares

    0.09% of the 13F portfolio, value $776,563.

    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 5,012 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $689,852.

    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 5,012 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $450,679.

    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 5,000 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $413,000.

    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 5,000 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $629,600.

    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).