Global Wealth Strategies & Associates: VLUE position timeline

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

Global Wealth Strategies & Associates held 0 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -445 shares
13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
Filed 2026-07-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 445 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $63,275.
13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
Filed 2026-04-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 445 shares
Change vs previous 13F -1 shares
0.02% of the 13F portfolio, value $60,845.
13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 446 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $55,772.
13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
Filed 2025-10-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 446 shares
Change vs previous 13F -31 shares
0.01% of the 13F portfolio, value $50,492.
13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 477 shares
Change vs previous 13F -21 shares
0.02% of the 13F portfolio, value $50,872.
13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 498 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $52,594.
13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
Filed 2025-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).