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Disclosery

Great Waters Wealth Management: VOO position timeline

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

Great Waters Wealth Management held 634 VOO 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 634 shares
    Change vs previous 13F +84 shares

    0.04% of the 13F portfolio, value $444,075.

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

  2. period ended2026-06-30
    13F 550 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $377,745.

    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 473 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $282,720.

    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 460 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $288,745.

    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 410 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $251,245.

    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 385 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $218,507.

    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 450 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $231,092.

    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 406 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,744.

    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).