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Disclosery

Great Waters Wealth Management: WFC position timeline

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

Great Waters Wealth Management held 3,589 WFC 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 3,589 shares
    Change vs previous 13F -222 shares

    0.03% of the 13F portfolio, value $287,299.

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

  2. period ended2026-06-30
    13F 3,811 shares
    Change vs previous 13F -121 shares

    0.03% of the 13F portfolio, value $314,941.

    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 3,932 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $313,027.

    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 3,942 shares
    Change vs previous 13F -37 shares

    0.04% of the 13F portfolio, value $367,394.

    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 3,979 shares
    Change vs previous 13F -1,234 shares

    0.04% of the 13F portfolio, value $333,520.

    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 5,213 shares
    Change vs previous 13F +97 shares

    0.05% of the 13F portfolio, value $417,696.

    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 5,116 shares
    Change vs previous 13F -1,809 shares

    0.05% of the 13F portfolio, value $367,248.

    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 6,925 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $486,379.

    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).