HEARTLAND ADVISORS INC GWRS GLOBAL WTR RES INC

Ownership history in HEARTLAND ADVISORS INC  ·  5 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported GLOBAL WTR RES INC (GWRS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows GWRS at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GWRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEARTLAND ADVISORS INC's position in GLOBAL WTR RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GWRS was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HEARTLAND ADVISORS INC held GWRS — position size vs. price
% of Fund (quarterly)    GWRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 831,100 +144,600 +21.1% 0.32% $6.3M 2026-05-06 $6.94
2025 Q4 ADDED 686,500 +236,500 +52.6% 0.31% $5.8M 2026-02-11 $8.93
2025 Q3 UNCHANGED 450,000 0% 0.24% $4.6M 2025-11-07 $9.72
2025 Q2 UNCHANGED 450,000 0% 0.26% $4.6M 2025-08-12 $9.74
2025 Q1 INITIATED 450,000 0.27% $4.6M 2025-05-07 $9.84

FAQ About HEARTLAND ADVISORS INC and GWRS

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEARTLAND ADVISORS INC reported owning GWRS?

HEARTLAND ADVISORS INC reported GWRS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GWRS position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for GWRS was 0.32% in 2026 Q1.

What is the latest reported GWRS position on this page?

The most recent filing on this page is 2026 Q1, when HEARTLAND ADVISORS INC reported 831,100 shares, equal to 0.32% of portfolio, with an estimated market value of $6.3M.

What does the chart on this GWRS ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly GWRS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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