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GWN SECURITIES INC.: CEF position timeline

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

GWN SECURITIES INC. held 88,794 CEF 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 88,794 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $3,572,183.

    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 88,794 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $4,237,250.

    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 88,794 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $4,066,765.

    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 88,794 shares
    Change vs previous 13F -138,790 shares

    0.75% of the 13F portfolio, value $3,257,853.

    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 227,584 shares
    Change vs previous 13F +216,079 shares

    1.27% of the 13F portfolio, value $6,850,399.

    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 11,505 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $326,861.

    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).