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Disclosery

GK Wealth Management LLC: C position timeline

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

GK Wealth Management LLC held 1,483 C shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,483 shares
    Change vs previous 13F -385 shares

    0.11% of the 13F portfolio, value $192,018.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,868 shares
    Change vs previous 13F +1,868 shares

    0.16% of the 13F portfolio, value $261,395.

    13F-HR 0002069222-26-000003 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,023 shares

    13F-HR 0002069222-26-000002 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 2,023 shares
    Change vs previous 13F -452 shares

    0.17% of the 13F portfolio, value $236,076.

    13F-HR 0002069222-26-000001 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,475 shares
    Change vs previous 13F -328 shares

    0.19% of the 13F portfolio, value $251,217.

    13F-HR 0002069222-25-000001 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,803 shares
    Change vs previous 13F -80 shares

    0.24% of the 13F portfolio, value $238,611.

    13F-HR 0001754960-25-000328 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 2,883 shares
    Change vs previous 13F -584 shares

    0.26% of the 13F portfolio, value $204,694.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,467 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $244,063.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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