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Disclosery

GWN SECURITIES INC.: JEPI position timeline

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

GWN SECURITIES INC. held 23,724 JEPI 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 23,724 shares
    Change vs previous 13F -173 shares

    0.22% of the 13F portfolio, value $1,339,907.

    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 23,897 shares
    Change vs previous 13F +2,124 shares

    0.26% of the 13F portfolio, value $1,354,507.

    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 21,773 shares
    Change vs previous 13F +7,357 shares

    0.25% of the 13F portfolio, value $1,246,298.

    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 14,416 shares
    Change vs previous 13F +1,117 shares

    0.19% of the 13F portfolio, value $823,257.

    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 13,299 shares
    Change vs previous 13F -317,857 shares

    0.14% of the 13F portfolio, value $756,048.

    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 331,156 shares
    Change vs previous 13F +311,850 shares

    1.04% of the 13F portfolio, value $18,463,186.

    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 19,306 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,140,824.

    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).