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GWN SECURITIES INC.: CGSM position timeline

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

GWN SECURITIES INC. held 30,013 CGSM 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 30,013 shares
    Change vs previous 13F +532 shares

    0.13% of the 13F portfolio, value $791,887.

    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 29,481 shares
    Change vs previous 13F -650 shares

    0.15% of the 13F portfolio, value $774,778.

    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 30,131 shares
    Change vs previous 13F +8,058 shares

    0.16% of the 13F portfolio, value $793,672.

    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 22,073 shares
    Change vs previous 13F +1,874 shares

    0.13% of the 13F portfolio, value $582,038.

    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 20,199 shares
    Change vs previous 13F +12,213 shares

    0.1% of the 13F portfolio, value $526,980.

    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 7,986 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,676.

    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).