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GC Wealth Management RIA, LLC: CWS position timeline

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

GC Wealth Management RIA, LLC held 10,692 CWS 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 10,692 shares
    Change vs previous 13F -7,427 shares

    0.04% of the 13F portfolio, value $729,087.

    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 18,119 shares
    Change vs previous 13F -1,556 shares

    0.05% of the 13F portfolio, value $1,173,415.

    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 19,675 shares
    Change vs previous 13F -1,093 shares

    0.05% of the 13F portfolio, value $1,352,243.

    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 20,768 shares
    Change vs previous 13F +2,771 shares

    0.05% of the 13F portfolio, value $1,425,322.

    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 17,997 shares
    Change vs previous 13F -1,193 shares

    0.1% of the 13F portfolio, value $1,259,860.

    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 19,190 shares
    Change vs previous 13F +491 shares

    0.23% of the 13F portfolio, value $1,256,369.

    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 18,699 shares
    Change vs previous 13F +4,476 shares

    0.21% of the 13F portfolio, value $1,211,134.

    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 14,223 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $977,336.

    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).