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Disclosery

GWN SECURITIES INC.: CGDV position timeline

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

GWN SECURITIES INC. held 46,916 CGDV 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 46,916 shares
    Change vs previous 13F +4,049 shares

    0.39% of the 13F portfolio, value $2,312,033.

    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 42,867 shares
    Change vs previous 13F +7,007 shares

    0.35% of the 13F portfolio, value $1,823,602.

    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 35,860 shares
    Change vs previous 13F +7,490 shares

    0.32% of the 13F portfolio, value $1,564,960.

    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 28,370 shares
    Change vs previous 13F -726 shares

    0.28% of the 13F portfolio, value $1,192,779.

    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 29,096 shares
    Change vs previous 13F -30,003 shares

    0.21% of the 13F portfolio, value $1,149,857.

    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 59,099 shares
    Change vs previous 13F +30,871 shares

    0.12% of the 13F portfolio, value $2,106,316.

    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 28,228 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,031,260.

    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).