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GWN SECURITIES INC.: IVV position timeline

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

GWN SECURITIES INC. held 23,100 IVV 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 23,100 shares
    Change vs previous 13F +2,858 shares

    2.89% of the 13F portfolio, value $17,299,941.

    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 20,242 shares
    Change vs previous 13F -43 shares

    2.53% of the 13F portfolio, value $13,223,165.

    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 20,285 shares
    Change vs previous 13F +1,247 shares

    2.81% of the 13F portfolio, value $13,894,286.

    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 19,038 shares
    Change vs previous 13F +197 shares

    2.97% of the 13F portfolio, value $12,810,825.

    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 18,841 shares
    Change vs previous 13F -59,537 shares

    2.18% of the 13F portfolio, value $11,763,421.

    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 78,378 shares
    Change vs previous 13F +68,079 shares

    2.49% of the 13F portfolio, value $44,122,115.

    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 10,299 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $6,189,754.

    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).