Daner Wealth Management, LLC: GSY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Daner Wealth Management, LLC on GSY, newest first. How the timeline and the estimate are built.
Daner Wealth Management, LLC held 109,130 GSY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 109,130 sharesChange vs previous 13F -1,612 shares
2.97% of the 13F portfolio, value $5,480,512.
13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 110,742 sharesChange vs previous 13F -578 shares
3.27% of the 13F portfolio, value $5,561,474.
13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 111,320 sharesChange vs previous 13F +2,220 shares
3.43% of the 13F portfolio, value $5,604,987.
13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 109,100 sharesChange vs previous 13F +993 shares
3.57% of the 13F portfolio, value $5,494,253.
13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 108,107 sharesChange vs previous 13F +8,952 shares
3.75% of the 13F portfolio, value $5,433,436.
13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 99,155 sharesChange vs previous 13F not available
3.64% of the 13F portfolio, value $4,967,641.
13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).