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Disclosery

GWN SECURITIES INC.: VFH position timeline

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

GWN SECURITIES INC. held 8,668 VFH 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 8,668 shares
    Change vs previous 13F -369 shares

    0.19% of the 13F portfolio, value $1,140,648.

    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 9,037 shares
    Change vs previous 13F -148 shares

    0.21% of the 13F portfolio, value $1,091,977.

    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 9,185 shares
    Change vs previous 13F -4 shares

    0.25% of the 13F portfolio, value $1,226,236.

    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 9,189 shares
    Change vs previous 13F -8,819 shares

    0.28% of the 13F portfolio, value $1,206,959.

    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 18,008 shares
    Change vs previous 13F -101,222 shares

    0.43% of the 13F portfolio, value $2,293,140.

    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 119,230 shares
    Change vs previous 13F +110,066 shares

    0.83% of the 13F portfolio, value $14,684,546.

    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 9,164 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,139,151.

    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).