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GWN SECURITIES INC.: CGMU position timeline

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

GWN SECURITIES INC. held 93,703 CGMU 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 93,703 shares
    Change vs previous 13F +9,922 shares

    0.43% of the 13F portfolio, value $2,574,018.

    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 83,781 shares
    Change vs previous 13F +15,774 shares

    0.44% of the 13F portfolio, value $2,274,685.

    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 68,007 shares
    Change vs previous 13F +19,124 shares

    0.38% of the 13F portfolio, value $1,862,050.

    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 48,883 shares
    Change vs previous 13F +5,149 shares

    0.31% of the 13F portfolio, value $1,334,354.

    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 43,734 shares
    Change vs previous 13F +33,619 shares

    0.22% of the 13F portfolio, value $1,168,018.

    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 10,115 shares
    Change vs previous 13F -28,965 shares

    0.02% of the 13F portfolio, value $271,267.

    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 39,080 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,044,825.

    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).