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Disclosery

GK Wealth Management LLC: OLLI position timeline

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

GK Wealth Management LLC held 713 OLLI 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 713 shares
    Change vs previous 13F +713 shares

    0.03% of the 13F portfolio, value $61,068.

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,562 shares

    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).

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

  3. period ended2025-06-30
    13F 1,562 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $205,840.

    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).