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Disclosery

GWN SECURITIES INC.: VHT position timeline

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

GWN SECURITIES INC. held 13,603 VHT 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 13,603 shares
    Change vs previous 13F -150 shares

    0.68% of the 13F portfolio, value $4,067,390.

    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 13,753 shares
    Change vs previous 13F +163 shares

    0.72% of the 13F portfolio, value $3,745,685.

    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 13,590 shares
    Change vs previous 13F +320 shares

    0.79% of the 13F portfolio, value $3,912,069.

    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 13,270 shares
    Change vs previous 13F -10,378 shares

    0.8% of the 13F portfolio, value $3,465,471.

    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 23,648 shares
    Change vs previous 13F -110,300 shares

    1.09% of the 13F portfolio, value $5,873,983.

    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 133,948 shares
    Change vs previous 13F +121,782 shares

    1.79% of the 13F portfolio, value $31,718,732.

    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 12,166 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,240,023.

    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).