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GWN SECURITIES INC.: IVE position timeline

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

GWN SECURITIES INC. held 11,708 IVE 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 11,708 shares
    Change vs previous 13F -172 shares

    0.44% of the 13F portfolio, value $2,658,338.

    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 11,880 shares
    Change vs previous 13F -141 shares

    0.48% of the 13F portfolio, value $2,508,677.

    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 12,021 shares
    Change vs previous 13F +1,763 shares

    0.52% of the 13F portfolio, value $2,549,424.

    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 10,258 shares
    Change vs previous 13F +84 shares

    0.49% of the 13F portfolio, value $2,125,544.

    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 10,174 shares
    Change vs previous 13F -89,822 shares

    0.37% of the 13F portfolio, value $1,993,852.

    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 99,996 shares
    Change vs previous 13F +93,876 shares

    1.06% of the 13F portfolio, value $18,879,748.

    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 6,120 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,198,451.

    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).