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GWN SECURITIES INC.: IYW position timeline

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

GWN SECURITIES INC. held 1,872 IYW 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 1,872 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $472,135.

    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 1,865 shares
    Change vs previous 13F -26 shares

    0.06% of the 13F portfolio, value $338,442.

    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 1,891 shares
    Change vs previous 13F -1,150 shares

    0.08% of the 13F portfolio, value $377,664.

    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 3,041 shares
    Change vs previous 13F -171 shares

    0.14% of the 13F portfolio, value $602,774.

    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 3,212 shares
    Change vs previous 13F -8,835 shares

    0.1% of the 13F portfolio, value $563,330.

    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 12,047 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,774,939.

    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).