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Disclosery

GWN SECURITIES INC.: WM position timeline

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

GWN SECURITIES INC. held 14,278 WM 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 14,278 shares
    Change vs previous 13F -1,403 shares

    0.53% of the 13F portfolio, value $3,182,347.

    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 15,681 shares
    Change vs previous 13F -819 shares

    0.69% of the 13F portfolio, value $3,603,415.

    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 16,500 shares
    Change vs previous 13F +1,257 shares

    0.73% of the 13F portfolio, value $3,625,244.

    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 15,243 shares
    Change vs previous 13F -16,409 shares

    0.79% of the 13F portfolio, value $3,408,162.

    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 31,652 shares
    Change vs previous 13F +10,374 shares

    1.36% of the 13F portfolio, value $7,310,931.

    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 21,278 shares
    Change vs previous 13F +15,748 shares

    0.28% of the 13F portfolio, value $4,932,199.

    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 5,530 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,155,251.

    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).