GK Wealth Management LLC: SHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GK Wealth Management LLC on SHY, newest first. How the timeline and the estimate are built.
GK Wealth Management LLC held 5,471 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,471 sharesChange vs previous 13F +1,251 shares
0.25% of the 13F portfolio, value $444,264.
13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
Accepted , ingested - period ended2026-06-3013F 4,220 sharesChange vs previous 13F +4,220 shares
0.21% of the 13F portfolio, value $346,478.
13F-HR 0002069222-26-000003 filed by GK Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -9,444 shares
13F-HR 0002069222-25-000001 filed by GK Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 9,444 sharesChange vs previous 13F +6,974 shares
0.78% of the 13F portfolio, value $782,548.
13F-HR 0001754960-25-000328 filed by GK Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,470 sharesChange vs previous 13F -880 shares
0.26% of the 13F portfolio, value $204,340.
13F-HR/A 0001754960-25-000327 filed by GK Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,350 sharesChange vs previous 13F not available
0.35% of the 13F portfolio, value $274,645.
13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).