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Great Waters Wealth Management

SEC CIK
0001964535
Latest filing
Jul 8, 2026

IVT holding history

InvenTrust Properties Corp. 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.

IVT overviewAll 13F holders of IVTFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2022
Holdings of IVT by Great Waters Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−34,482−100.0%Sold outHolders
Q4 202334,482$865.5K0.2%−567−1.6%ReducedHolders
Q3 202335,049$840.8K0.2%−110.0%ReducedHolders
Q2 202335,060$811.3K0.2%00.0%UnchangedHolders
Q1 202335,060$791.3K0.2%00.0%UnchangedHolders
Q4 202235,060$862.8K0.2%–No prior filingHolders