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Disclosery

GWN SECURITIES INC.: JPM position timeline

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

GWN SECURITIES INC. held 7,361 JPM 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 7,361 shares
    Change vs previous 13F +249 shares

    0.4% of the 13F portfolio, value $2,409,613.

    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 7,112 shares
    Change vs previous 13F +719 shares

    0.4% of the 13F portfolio, value $2,092,477.

    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 6,393 shares
    Change vs previous 13F +332 shares

    0.42% of the 13F portfolio, value $2,060,067.

    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 6,061 shares
    Change vs previous 13F -4,697 shares

    0.45% of the 13F portfolio, value $1,928,246.

    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 10,758 shares
    Change vs previous 13F -10,187 shares

    0.59% of the 13F portfolio, value $3,184,855.

    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 20,945 shares
    Change vs previous 13F +9,122 shares

    0.3% of the 13F portfolio, value $5,345,955.

    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 11,823 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,096,460.

    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).