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GDS Wealth Management: SHAK position timeline

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

GDS Wealth Management held 143,783 SHAK 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 143,783 shares
    Change vs previous 13F +21,520 shares

    0.38% of the 13F portfolio, value $8,054,724.

    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 122,263 shares
    Change vs previous 13F +14,280 shares

    0.65% of the 13F portfolio, value $10,816,608.

    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 107,983 shares
    Change vs previous 13F -26,902 shares

    0.55% of the 13F portfolio, value $8,764,980.

    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 134,885 shares
    Change vs previous 13F +5,504 shares

    0.83% of the 13F portfolio, value $12,626,585.

    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 129,381 shares
    Change vs previous 13F +43,219 shares

    1.33% of the 13F portfolio, value $18,190,969.

    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 86,162 shares
    Change vs previous 13F +71,885 shares

    0.65% of the 13F portfolio, value $7,596,904.

    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 14,277 shares
    Change vs previous 13F +10,239 shares

    0.17% of the 13F portfolio, value $1,853,155.

    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 4,038 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $416,762.

    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).