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Disclosery

GWN SECURITIES INC.: DFIV position timeline

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

GWN SECURITIES INC. held 20,908 DFIV 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 20,908 shares
    Change vs previous 13F +1,875 shares

    0.19% of the 13F portfolio, value $1,129,427.

    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 19,033 shares
    Change vs previous 13F -310 shares

    0.19% of the 13F portfolio, value $1,004,611.

    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 19,343 shares
    Change vs previous 13F +2,760 shares

    0.2% of the 13F portfolio, value $965,221.

    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 16,583 shares
    Change vs previous 13F +2,344 shares

    0.18% of the 13F portfolio, value $765,342.

    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 14,239 shares
    Change vs previous 13F +3,839 shares

    0.11% of the 13F portfolio, value $610,353.

    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 10,400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $409,299.

    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).