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Disclosery

GWN SECURITIES INC.: SHV position timeline

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

GWN SECURITIES INC. held 24,628 SHV 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 24,628 shares
    Change vs previous 13F -7,302 shares

    0.45% of the 13F portfolio, value $2,717,697.

    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 31,930 shares
    Change vs previous 13F -10,245 shares

    0.67% of the 13F portfolio, value $3,524,844.

    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 42,175 shares
    Change vs previous 13F -4,583 shares

    0.94% of the 13F portfolio, value $4,645,602.

    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 46,758 shares
    Change vs previous 13F -41,664 shares

    1.2% of the 13F portfolio, value $5,166,692.

    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 88,422 shares
    Change vs previous 13F +54,892 shares

    1.81% of the 13F portfolio, value $9,765,730.

    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 33,530 shares
    Change vs previous 13F +13,960 shares

    0.21% of the 13F portfolio, value $3,703,679.

    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 19,570 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,154,836.

    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).