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Disclosery

Great Waters Wealth Management: VCSH position timeline

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

Great Waters Wealth Management held 3,866 VCSH 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 3,866 shares
    Change vs previous 13F +427 shares

    0.03% of the 13F portfolio, value $298,657.

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

  2. period ended2026-06-30
    13F 3,439 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $271,745.

    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 3,364 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $266,700.

    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 3,452 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $275,221.

    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 3,481 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $278,273.

    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 3,487 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $277,179.

    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 3,482 shares
    Change vs previous 13F -1,011 shares

    0.04% of the 13F portfolio, value $274,882.

    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 4,493 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $350,476.

    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).