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Great Point Wealth Advisors, LLC: GSIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Point Wealth Advisors, LLC on GSIE, newest first. How the timeline and the estimate are built.

Great Point Wealth Advisors, LLC held 275,946 GSIE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,946 shares
    Change vs previous 13F -10,688 shares

    2.04% of the 13F portfolio, value $12,610,736.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 286,634 shares
    Change vs previous 13F -6,259 shares

    2.28% of the 13F portfolio, value $12,362,505.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 292,893 shares
    Change vs previous 13F -2,475 shares

    2.3% of the 13F portfolio, value $12,576,806.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 295,368 shares
    Change vs previous 13F -22,167 shares

    2.28% of the 13F portfolio, value $12,142,592.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 317,535 shares
    Change vs previous 13F -4,280 shares

    2.45% of the 13F portfolio, value $11,320,125.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 321,815 shares
    Change vs previous 13F -16,801 shares

    2.35% of the 13F portfolio, value $10,729,298.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 338,616 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $12,247,726.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).