13F Filings History of Highwater Wealth Management, LLC

Latest 13F report
Q3 2019 - 17 Oct 2019
Value $
$22,640,000
Signature - Title
Sharon Gaare - CCO
Location
Glendale, CO
Summary
This page shows a list of all the recent 13F filings made by Highwater Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Highwater Wealth Management, LLC reported 30 stock holdings with total value $22,640,000 as of Q3 2019. Top holdings included NDSN, NOBL, XOM, VEU, and IWD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2019 30 $22,640,000 +$2,546,809 -$1,938,334 +$608,475 NDSN, NOBL, XOM, VEU, IWD 13F-HR 17 Oct 2019, 15:15
Q2 2019 32 $22,077,000 +$770,015 -$3,660,197 -$2,890,182 NDSN, NOBL, XOM, IWD, IVV 13F-HR 18 Jul 2019, 12:19
Q1 2019 29 $24,091,000 +$3,622,231 -$3,469,777 +$152,454 NDSN, XOM, NOBL, IWD, IVV 13F-HR 16 Apr 2019, 14:34
Q4 2018 30 $21,415,000 +$8,807,673 -$26,978,077 -$18,170,404 NDSN, XOM, IWD, PG, VEU Restatement 16 Jan 2019, 12:59
Q3 2018 10 $43,884,000 +$29,672,686 -$233,443 +$29,439,243 WK, NDSN, XOM, IWD, PG 13F-HR 17 Oct 2018, 17:13
Q2 2018 10 $13,606,000 +$42 -$19,673,780 -$19,673,738 NDSN, XOM, IWD, PG, VEU 13F-HR 19 Jul 2018, 16:55
Q1 2018 12 $33,043,000 +$107,136 -$14,568,757 -$14,461,621 WK, NDSN, XOM, IWD, VEU 13F-HR 19 Apr 2018, 14:57
Q4 2017 44 $46,729,000 +$11,329,144 -$8,107,626 +$3,221,518 WK, NDSN, XOM, IWD, PG 13F-HR 10 Jan 2018, 13:15
Q3 2017 42 $42,140,000 +$3,026,484 -$4,604,733 -$1,578,249 WK, IWD, IDV, VEU, IWF 13F-HR 18 Oct 2017, 10:19
Q2 2017 49 $41,537,000 +$7,277,687 -$1,939,906 +$5,337,781 WK, IWD, VNQ, IDV, VEU 13F-HR 10 Jul 2017, 14:19
Q1 2017 37 $33,264,000 +$15,493,215 -$2,216,880 +$13,276,335 WK, IWD, IDV, VNQ, VEU 13F-HR 18 Apr 2017, 10:39
Q4 2016 32 $19,431,000 +$2,821,604 -$1,332,114 +$1,489,490 IWD, IDV, BSV, IVV, VNQ 13F-HR 06 Jan 2017, 11:30
Q3 2016 34 $17,901,000 +$16,473,850 -$438,104 +$16,035,746 IWD, BSV, IDV, IVV, SPAB 13F-HR 03 Oct 2016, 15:33
Q2 2016 7 $1,802,000 $0 $0 $0 VEU, IDV, CVY, PEY, MFS 13F-HR 06 Sep 2016, 14:17