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Disclosery

GWN SECURITIES INC.: IWM position timeline

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

GWN SECURITIES INC. held 9,974 IWM 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 9,974 shares
    Change vs previous 13F +409 shares

    0.5% of the 13F portfolio, value $2,996,769.

    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 9,565 shares
    Change vs previous 13F -2,518 shares

    0.45% of the 13F portfolio, value $2,372,249.

    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 12,083 shares
    Change vs previous 13F +1,081 shares

    0.6% of the 13F portfolio, value $2,974,412.

    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 11,002 shares
    Change vs previous 13F +1,712 shares

    0.62% of the 13F portfolio, value $2,669,004.

    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 9,290 shares
    Change vs previous 13F -19,568 shares

    0.37% of the 13F portfolio, value $2,009,114.

    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 28,858 shares
    Change vs previous 13F +21,813 shares

    0.33% of the 13F portfolio, value $5,874,554.

    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 7,045 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,578,184.

    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).