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Disclosery

Carlson Capital Management: GWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital Management on GWX, newest first. How the timeline and the estimate are built.

Carlson Capital Management held 8,009 GWX shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,009 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $248,147.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,009 shares
    Change vs previous 13F -695 shares

    0.01% of the 13F portfolio, value $273,334.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 8,704 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $276,253.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,562 shares
    Change vs previous 13F -58,135 shares

    0.01% of the 13F portfolio, value $278,094.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 66,697 shares
    Change vs previous 13F -1,006 shares

    0.11% of the 13F portfolio, value $2,118,297.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 67,703 shares
    Change vs previous 13F -644 shares

    0.12% of the 13F portfolio, value $1,972,865.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 68,347 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,085,267.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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