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Disclosery

GWN SECURITIES INC.: FVAL position timeline

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

GWN SECURITIES INC. held 8,797 FVAL 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 8,797 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $685,566.

    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 8,712 shares
    Change vs previous 13F +698 shares

    0.12% of the 13F portfolio, value $604,630.

    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 8,014 shares
    Change vs previous 13F +363 shares

    0.12% of the 13F portfolio, value $579,226.

    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 7,651 shares
    Change vs previous 13F -1,406 shares

    0.12% of the 13F portfolio, value $528,284.

    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 9,057 shares
    Change vs previous 13F -1,275 shares

    0.11% of the 13F portfolio, value $578,648.

    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 10,332 shares
    Change vs previous 13F +5,317 shares

    0.03% of the 13F portfolio, value $615,631.

    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 5,015 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $308,507.

    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).