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Disclosery

Annapolis Financial Services, LLC: GWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annapolis Financial Services, LLC on GWX, newest first. How the timeline and the estimate are built.

Annapolis Financial Services, LLC held 119,352 GWX shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 119,352 shares
    Change vs previous 13F -1,501 shares

    1.21% of the 13F portfolio, value $4,073,473.

    13F-HR 0001843110-24-000006 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 120,853 shares
    Change vs previous 13F +383 shares

    1.24% of the 13F portfolio, value $3,835,864.

    13F-HR 0001843110-24-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 120,470 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $3,912,852.

    13F-HR 0001843110-24-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 120,470 shares
    Change vs previous 13F -31,435 shares

    0.96% of the 13F portfolio, value $3,826,114.

    13F-HR 0001843110-24-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 151,905 shares
    Change vs previous 13F -175 shares

    1.28% of the 13F portfolio, value $4,426,504.

    13F-HR 0001843110-23-000004 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 152,080 shares
    Change vs previous 13F +418 shares

    1.32% of the 13F portfolio, value $4,639,953.

    13F-HR 0001843110-23-000003 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 151,662 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $4,696,987.

    13F-HR 0001843110-23-000002 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 151,662 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,460,393.

    13F-HR 0001843110-23-000001 filed by Annapolis Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).