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Disclosery

Great Waters Wealth Management: VGSH position timeline

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

Great Waters Wealth Management held 18,663 VGSH 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 18,663 shares
    Change vs previous 13F -264 shares

    0.1% of the 13F portfolio, value $1,074,220.

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

  2. period ended2026-06-30
    13F 18,927 shares
    Change vs previous 13F +214 shares

    0.1% of the 13F portfolio, value $1,101,579.

    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 18,713 shares
    Change vs previous 13F +533 shares

    0.12% of the 13F portfolio, value $1,095,452.

    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 18,180 shares
    Change vs previous 13F -831 shares

    0.12% of the 13F portfolio, value $1,067,704.

    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 19,011 shares
    Change vs previous 13F +101 shares

    0.13% of the 13F portfolio, value $1,118,772.

    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 18,910 shares
    Change vs previous 13F +145 shares

    0.14% of the 13F portfolio, value $1,111,523.

    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 18,765 shares
    Change vs previous 13F -2,728 shares

    0.15% of the 13F portfolio, value $1,101,332.

    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 21,493 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,250,485.

    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).