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Disclosery

GWN SECURITIES INC.: IVW position timeline

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

GWN SECURITIES INC. held 14,787 IVW 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 14,787 shares
    Change vs previous 13F +2,132 shares

    0.34% of the 13F portfolio, value $2,033,712.

    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 12,655 shares
    Change vs previous 13F +1,150 shares

    0.27% of the 13F portfolio, value $1,431,526.

    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 11,505 shares
    Change vs previous 13F +1,760 shares

    0.29% of the 13F portfolio, value $1,418,119.

    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 9,745 shares
    Change vs previous 13F -2,488 shares

    0.27% of the 13F portfolio, value $1,180,277.

    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 12,233 shares
    Change vs previous 13F -39,797 shares

    0.25% of the 13F portfolio, value $1,350,567.

    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 52,030 shares
    Change vs previous 13F +49,934 shares

    0.28% of the 13F portfolio, value $4,909,188.

    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 2,096 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $216,035.

    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).