Skip to content
Disclosery

Cook Wealth, LLC: GTO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cook Wealth, LLC on GTO, newest first. How the timeline and the estimate are built.

Cook Wealth, LLC held 0 GTO shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -56,217 shares

    13F-HR 0001910185-25-000004 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 56,217 shares
    Change vs previous 13F +2,076 shares

    1.27% of the 13F portfolio, value $2,614,653.

    13F-HR 0001910185-25-000003 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,141 shares
    Change vs previous 13F +4,792 shares

    1.18% of the 13F portfolio, value $2,505,645.

    13F-HR 0001951757-25-000123 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 49,349 shares
    Change vs previous 13F +2,173 shares

    1.17% of the 13F portfolio, value $2,319,403.

    13F-HR 0001951757-24-001170 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 47,176 shares
    Change vs previous 13F -2,384 shares

    1.19% of the 13F portfolio, value $2,202,176.

    13F-HR 0001951757-24-000587 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 49,560 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,273,813.

    13F-HR 0001951757-24-000444 filed by Cook Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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