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GC Wealth Management RIA, LLC: CB position timeline

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

GC Wealth Management RIA, LLC held 19,931 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,931 shares
    Change vs previous 13F -2,921 shares

    0.39% of the 13F portfolio, value $6,791,289.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 22,852 shares
    Change vs previous 13F -596 shares

    0.31% of the 13F portfolio, value $7,448,152.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 23,448 shares
    Change vs previous 13F -3,711 shares

    0.27% of the 13F portfolio, value $7,318,593.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 27,159 shares
    Change vs previous 13F +9,813 shares

    0.25% of the 13F portfolio, value $7,665,628.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 17,346 shares
    Change vs previous 13F +5,951 shares

    0.41% of the 13F portfolio, value $5,025,483.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,395 shares
    Change vs previous 13F +714 shares

    0.63% of the 13F portfolio, value $3,441,176.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,681 shares
    Change vs previous 13F +8,194 shares

    0.52% of the 13F portfolio, value $2,951,160.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,487 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $717,226.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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