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Global Wealth Strategies & Associates: V position timeline

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

Global Wealth Strategies & Associates held 12,151 V 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 12,151 shares
    Change vs previous 13F +469 shares

    0.8% of the 13F portfolio, value $4,366,240.

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

  2. period ended2026-06-30
    13F 11,682 shares
    Change vs previous 13F +11,369 shares

    0.76% of the 13F portfolio, value $4,007,997.

    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 313 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $94,601.

    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 313 shares
    Change vs previous 13F +175 shares

    0.03% of the 13F portfolio, value $109,772.

    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 138 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $47,110.

    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 138 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $48,997.

    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 129 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $45,209.

    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 229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $72,373.

    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).