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Livermore
Livermore
ZHEN

Great Waters Wealth Management

SEC CIK
0001964535
Latest filing
Jul 8, 2026

DCI holding history

Donaldson Co Inc in every 13F filed by Great Waters Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DCI overviewAll 13F holders of DCIFull Q2 2026 holdings

Shares (Q2 2026)
30,219
Value
$2.71M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of DCI by Great Waters Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,219$2.71M0.3%00.0%UnchangedHolders
Q1 202630,219$2.56M0.3%−200−0.7%ReducedHolders
Q4 202530,419$2.70M0.3%−400−1.3%ReducedHolders
Q3 202530,819$2.52M0.3%−500−1.6%ReducedHolders
Q2 202531,319$2.17M0.3%00.0%UnchangedHolders
Q1 202531,319$2.10M0.3%00.0%UnchangedHolders
Q4 202431,319$2.11M0.3%−554−1.7%ReducedHolders
Q3 202431,873$2.35M0.3%−126−0.4%ReducedHolders
Q2 202431,999$2.29M0.3%−586−1.8%ReducedHolders
Q1 202432,585$2.43M0.4%−610−1.8%ReducedHolders
Q4 202333,195$2.11M0.4%00.0%UnchangedHolders
Q3 202333,195$1.99M0.4%−539−1.6%ReducedHolders
Q2 202333,734$2.11M0.4%−999−2.9%ReducedHolders
Q1 202334,733$2.22M0.5%+10.0%AddedHolders
Q4 202234,732$2.12M0.5%–No prior filingHolders