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Disclosery

GK Wealth Management LLC: GVIP position timeline

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

GK Wealth Management LLC held 3,597 GVIP 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 3,597 shares
    Change vs previous 13F -1,239 shares

    0.35% of the 13F portfolio, value $612,059.

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

  2. period ended2026-06-30
    13F 4,836 shares
    Change vs previous 13F +4,836 shares

    0.55% of the 13F portfolio, value $912,605.

    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 -5,122 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 5,122 shares
    Change vs previous 13F -278 shares

    0.58% of the 13F portfolio, value $793,425.

    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 5,400 shares
    Change vs previous 13F -234 shares

    0.61% of the 13F portfolio, value $827,600.

    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 5,634 shares
    Change vs previous 13F -667 shares

    0.77% of the 13F portfolio, value $779,594.

    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 6,301 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $742,766.

    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).