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GWN SECURITIES INC.: SHY position timeline

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

GWN SECURITIES INC. held 25,542 SHY 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 25,542 shares
    Change vs previous 13F +220 shares

    0.35% of the 13F portfolio, value $2,097,271.

    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 25,322 shares
    Change vs previous 13F +602 shares

    0.4% of the 13F portfolio, value $2,090,903.

    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 24,720 shares
    Change vs previous 13F +3,201 shares

    0.41% of the 13F portfolio, value $2,047,385.

    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 21,519 shares
    Change vs previous 13F -1,153 shares

    0.41% of the 13F portfolio, value $1,785,621.

    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 22,672 shares
    Change vs previous 13F -10,468 shares

    0.35% of the 13F portfolio, value $1,879,237.

    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 33,140 shares
    Change vs previous 13F +22,993 shares

    0.15% of the 13F portfolio, value $2,741,797.

    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 10,147 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $832,051.

    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).