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GWN SECURITIES INC.: ITOT position timeline

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

GWN SECURITIES INC. held 36,822 ITOT 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 36,822 shares
    Change vs previous 13F +973 shares

    1.01% of the 13F portfolio, value $6,048,698.

    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 35,849 shares
    Change vs previous 13F +30 shares

    0.98% of the 13F portfolio, value $5,106,101.

    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 35,819 shares
    Change vs previous 13F +2,563 shares

    1.08% of the 13F portfolio, value $5,325,983.

    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 33,256 shares
    Change vs previous 13F +2,158 shares

    1.12% of the 13F portfolio, value $4,849,228.

    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 31,098 shares
    Change vs previous 13F -1,129 shares

    0.78% of the 13F portfolio, value $4,200,525.

    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 32,227 shares
    Change vs previous 13F +19,651 shares

    0.22% of the 13F portfolio, value $3,932,108.

    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 12,576 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,618,155.

    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).