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GDS Wealth Management: SHW position timeline

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

GDS Wealth Management held 1,141 SHW 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 1,141 shares
    Change vs previous 13F -58 shares

    0.02% of the 13F portfolio, value $392,869.

    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 1,199 shares
    Change vs previous 13F +134 shares

    0.02% of the 13F portfolio, value $384,339.

    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 1,065 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $345,092.

    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 1,035 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $358,379.

    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).