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Global Wealth Strategies & Associates: IWF position timeline

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

Global Wealth Strategies & Associates held 2,881 IWF 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 2,881 shares
    Change vs previous 13F +741 shares

    0.07% of the 13F portfolio, value $360,832.

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

  2. period ended2026-06-30
    13F 2,140 shares
    Change vs previous 13F +1,615 shares

    0.05% of the 13F portfolio, value $265,765.

    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 525 shares
    Change vs previous 13F +75 shares

    0.06% of the 13F portfolio, value $223,860.

    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 450 shares
    Change vs previous 13F -26 shares

    0.05% of the 13F portfolio, value $212,985.

    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 476 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $222,963.

    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 476 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $202,100.

    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 496 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $179,101.

    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 494 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $198,381.

    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).