Skip to content
Disclosery

GDS Wealth Management: CRM position timeline

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

GDS Wealth Management held 145,671 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,671 shares
    Change vs previous 13F +8,982 shares

    1.09% of the 13F portfolio, value $22,820,828.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 136,689 shares
    Change vs previous 13F +64,955 shares

    1.53% of the 13F portfolio, value $25,515,736.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 71,734 shares
    Change vs previous 13F +2,541 shares

    1.19% of the 13F portfolio, value $19,003,068.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 69,193 shares
    Change vs previous 13F +3,237 shares

    1.08% of the 13F portfolio, value $16,398,751.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 65,956 shares
    Change vs previous 13F +3,017 shares

    1.31% of the 13F portfolio, value $17,985,569.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 62,939 shares
    Change vs previous 13F +2,173 shares

    1.44% of the 13F portfolio, value $16,890,331.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 60,766 shares
    Change vs previous 13F +1,896 shares

    1.85% of the 13F portfolio, value $20,315,917.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 58,870 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $16,113,319.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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