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Disclosery

GWN SECURITIES INC.: IBM position timeline

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

GWN SECURITIES INC. held 4,494 IBM 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 4,494 shares
    Change vs previous 13F +99 shares

    0.21% of the 13F portfolio, value $1,263,680.

    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 4,395 shares
    Change vs previous 13F +752 shares

    0.2% of the 13F portfolio, value $1,065,602.

    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 3,643 shares
    Change vs previous 13F +415 shares

    0.22% of the 13F portfolio, value $1,079,250.

    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 3,228 shares
    Change vs previous 13F +1,056 shares

    0.21% of the 13F portfolio, value $924,022.

    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 2,172 shares
    Change vs previous 13F -8,436 shares

    0.12% of the 13F portfolio, value $640,750.

    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 10,608 shares
    Change vs previous 13F +3,145 shares

    0.15% of the 13F portfolio, value $2,694,191.

    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 7,463 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,677,392.

    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).