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Disclosery

GWN SECURITIES INC.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GWN SECURITIES INC. on AGG, newest first. How the timeline and the estimate are built.

GWN SECURITIES INC. held 11,222 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,222 shares
    Change vs previous 13F -385 shares

    0.19% of the 13F portfolio, value $1,110,665.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES INC.
    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 11,607 shares
    Change vs previous 13F -2,340 shares

    0.22% of the 13F portfolio, value $1,152,294.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES INC.
    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 13,947 shares
    Change vs previous 13F +165 shares

    0.28% of the 13F portfolio, value $1,393,051.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES INC.
    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 13,782 shares
    Change vs previous 13F +1,067 shares

    0.32% of the 13F portfolio, value $1,384,313.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,715 shares
    Change vs previous 13F -164,279 shares

    0.23% of the 13F portfolio, value $1,264,031.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 176,994 shares
    Change vs previous 13F +173,633 shares

    0.97% of the 13F portfolio, value $17,232,552.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,361 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $325,881.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

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