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Disclosery

Global Wealth Strategies & Associates: CTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Wealth Strategies & Associates on CTA, newest first. How the timeline and the estimate are built.

Global Wealth Strategies & Associates held 33,298 CTA shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,298 shares
    Change vs previous 13F -1,073 shares

    0.18% of the 13F portfolio, value $960,314.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,371 shares
    Change vs previous 13F +2,494 shares

    0.17% of the 13F portfolio, value $891,584.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 31,877 shares
    Change vs previous 13F +802 shares

    0.24% of the 13F portfolio, value $963,323.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,075 shares
    Change vs previous 13F -7,068 shares

    0.21% of the 13F portfolio, value $847,105.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 38,143 shares
    Change vs previous 13F -1,474 shares

    0.27% of the 13F portfolio, value $1,066,860.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 39,617 shares
    Change vs previous 13F -2,483 shares

    0.3% of the 13F portfolio, value $1,059,359.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    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 42,100 shares
    Change vs previous 13F +3,567 shares

    0.38% of the 13F portfolio, value $1,246,160.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    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 38,533 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,074,685.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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