Skip to content
Disclosery

Great Waters Wealth Management: VTEB position timeline

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

Great Waters Wealth Management held 54,486 VTEB 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 54,486 shares
    Change vs previous 13F -2,218 shares

    0.23% of the 13F portfolio, value $2,580,479.

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

  2. period ended2026-06-30
    13F 56,704 shares
    Change vs previous 13F -395 shares

    0.27% of the 13F portfolio, value $2,868,094.

    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 57,099 shares
    Change vs previous 13F +1,395 shares

    0.3% of the 13F portfolio, value $2,848,666.

    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 55,704 shares
    Change vs previous 13F -2,494 shares

    0.31% of the 13F portfolio, value $2,801,352.

    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 58,198 shares
    Change vs previous 13F -1,091 shares

    0.34% of the 13F portfolio, value $2,913,981.

    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 59,289 shares
    Change vs previous 13F -1,186 shares

    0.38% of the 13F portfolio, value $2,906,939.

    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 60,475 shares
    Change vs previous 13F -7,436 shares

    0.42% of the 13F portfolio, value $3,000,753.

    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 67,911 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,404,385.

    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).