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Global Wealth Strategies & Associates: OEF position timeline

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

Global Wealth Strategies & Associates held 7,871 OEF 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 7,871 shares
    Change vs previous 13F -224 shares

    0.55% of the 13F portfolio, value $3,007,466.

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

  2. period ended2026-06-30
    13F 8,095 shares
    Change vs previous 13F +46 shares

    0.56% of the 13F portfolio, value $2,961,685.

    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 8,049 shares
    Change vs previous 13F -128 shares

    0.63% of the 13F portfolio, value $2,559,995.

    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 8,177 shares
    Change vs previous 13F -92 shares

    0.7% of the 13F portfolio, value $2,804,544.

    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 8,269 shares
    Change vs previous 13F -758 shares

    0.71% of the 13F portfolio, value $2,752,245.

    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 9,027 shares
    Change vs previous 13F -5 shares

    0.79% of the 13F portfolio, value $2,747,291.

    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 9,032 shares
    Change vs previous 13F -674 shares

    0.74% of the 13F portfolio, value $2,446,007.

    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 9,706 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,803,663.

    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).