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Global Wealth Strategies & Associates: SHW position timeline

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

Global Wealth Strategies & Associates held 7,708 SHW 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 7,708 shares
    Change vs previous 13F +24 shares

    0.46% of the 13F portfolio, value $2,491,765.

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

  2. period ended2026-06-30
    13F 7,684 shares
    Change vs previous 13F +4 shares

    0.5% of the 13F portfolio, value $2,645,755.

    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 7,680 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,461,824.

    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 7,680 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,488,550.

    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 7,680 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $2,659,277.

    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 7,680 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,637,005.

    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 7,680 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $2,681,779.

    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 7,680 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,610,662.

    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).