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GC Wealth Management RIA, LLC: SW position timeline

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

GC Wealth Management RIA, LLC held 24,018 SW 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 24,018 shares
    Change vs previous 13F +2,180 shares

    0.06% of the 13F portfolio, value $1,111,073.

    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 21,838 shares
    Change vs previous 13F +4,312 shares

    0.04% of the 13F portfolio, value $870,244.

    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 17,526 shares
    Change vs previous 13F +1,035 shares

    0.02% of the 13F portfolio, value $677,731.

    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 16,491 shares
    Change vs previous 13F +1,658 shares

    0.02% of the 13F portfolio, value $702,022.

    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 14,833 shares
    Change vs previous 13F +7,021 shares

    0.05% of the 13F portfolio, value $640,044.

    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 7,812 shares
    Change vs previous 13F -4,707 shares

    0.06% of the 13F portfolio, value $352,009.

    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 12,519 shares
    Change vs previous 13F +2,000 shares

    0.12% of the 13F portfolio, value $674,273.

    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 10,519 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $519,849.

    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).