Skip to content
Disclosery

GWN SECURITIES INC.: SCHD position timeline

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

GWN SECURITIES INC. held 69,489 SCHD 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 69,489 shares
    Change vs previous 13F +8,060 shares

    0.37% of the 13F portfolio, value $2,203,486.

    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 61,429 shares
    Change vs previous 13F -1,316 shares

    0.36% of the 13F portfolio, value $1,884,683.

    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 62,745 shares
    Change vs previous 13F +9,458 shares

    0.35% of the 13F portfolio, value $1,721,105.

    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 53,287 shares
    Change vs previous 13F -27,619 shares

    0.34% of the 13F portfolio, value $1,456,060.

    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 80,906 shares
    Change vs previous 13F -330,978 shares

    0.4% of the 13F portfolio, value $2,145,122.

    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 411,884 shares
    Change vs previous 13F +385,550 shares

    0.61% of the 13F portfolio, value $10,899,433.

    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 26,334 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $736,666.

    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).