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Daner Wealth Management, LLC: GTO position timeline

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

Daner Wealth Management, LLC held 133,964 GTO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,964 shares
    Change vs previous 13F +1,973 shares

    3.37% of the 13F portfolio, value $6,217,276.

    13F-HR 0001956649-26-000003 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 131,991 shares
    Change vs previous 13F +9,244 shares

    3.64% of the 13F portfolio, value $6,187,729.

    13F-HR 0001956649-26-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 122,747 shares
    Change vs previous 13F +12,657 shares

    3.58% of the 13F portfolio, value $5,851,332.

    13F-HR 0001956649-26-000001 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 110,090 shares
    Change vs previous 13F +1,429 shares

    3.42% of the 13F portfolio, value $5,275,505.

    13F-HR 0001956649-25-000006 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 108,661 shares
    Change vs previous 13F +38,296 shares

    3.52% of the 13F portfolio, value $5,107,059.

    13F-HR 0001956649-25-000004 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 70,365 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $3,277,621.

    13F-HR 0001956649-25-000002 filed by Daner Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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