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Disclosery

GWN SECURITIES INC.: SPY position timeline

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

GWN SECURITIES INC. held 12,501 SPY 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 12,501 shares
    Change vs previous 13F +147 shares

    1.56% of the 13F portfolio, value $9,335,611.

    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 12,354 shares
    Change vs previous 13F -931 shares

    1.54% of the 13F portfolio, value $8,034,503.

    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 13,285 shares
    Change vs previous 13F +1,630 shares

    1.83% of the 13F portfolio, value $9,059,951.

    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 11,655 shares
    Change vs previous 13F -11,587 shares

    1.81% of the 13F portfolio, value $7,817,308.

    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 23,242 shares
    Change vs previous 13F -61,657 shares

    2.67% of the 13F portfolio, value $14,382,627.

    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 84,899 shares
    Change vs previous 13F +69,081 shares

    2.79% of the 13F portfolio, value $49,547,842.

    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 15,818 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $9,606,289.

    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).