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Disclosery

GDS Wealth Management: GWRE position timeline

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

GDS Wealth Management held 6,807 GWRE 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 6,807 shares
    Change vs previous 13F -39,535 shares

    0.04% of the 13F portfolio, value $837,601.

    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 46,342 shares
    Change vs previous 13F +11,388 shares

    0.42% of the 13F portfolio, value $6,930,910.

    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 34,954 shares
    Change vs previous 13F -11,406 shares

    0.44% of the 13F portfolio, value $7,026,104.

    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 46,360 shares
    Change vs previous 13F +5,157 shares

    0.7% of the 13F portfolio, value $10,656,310.

    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 41,203 shares
    Change vs previous 13F +10,387 shares

    0.71% of the 13F portfolio, value $9,701,246.

    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 30,816 shares
    Change vs previous 13F +12,064 shares

    0.49% of the 13F portfolio, value $5,773,686.

    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 18,752 shares
    Change vs previous 13F +16,142 shares

    0.29% of the 13F portfolio, value $3,161,212.

    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 2,610 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $477,473.

    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).