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Disclosery

GWN SECURITIES INC.: VUG position timeline

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

GWN SECURITIES INC. held 14,553 VUG 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 14,553 shares
    Change vs previous 13F +12,337 shares

    0.21% of the 13F portfolio, value $1,253,566.

    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 2,216 shares
    Change vs previous 13F +257 shares

    0.19% of the 13F portfolio, value $968,333.

    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 1,959 shares
    Change vs previous 13F +488 shares

    0.19% of the 13F portfolio, value $955,728.

    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 1,471 shares
    Change vs previous 13F -877 shares

    0.16% of the 13F portfolio, value $708,487.

    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 2,348 shares
    Change vs previous 13F -1,852 shares

    0.19% of the 13F portfolio, value $1,031,986.

    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 4,200 shares
    Change vs previous 13F +3,093 shares

    0.09% of the 13F portfolio, value $1,631,894.

    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 1,107 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $469,691.

    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).