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Disclosery

GWN SECURITIES INC.: XLF position timeline

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

GWN SECURITIES INC. held 33,610 XLF 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 33,610 shares
    Change vs previous 13F -3,028 shares

    0.3% of the 13F portfolio, value $1,801,806.

    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 36,638 shares
    Change vs previous 13F +9,897 shares

    0.35% of the 13F portfolio, value $1,808,881.

    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 26,741 shares
    Change vs previous 13F +9,916 shares

    0.3% of the 13F portfolio, value $1,464,611.

    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 16,825 shares
    Change vs previous 13F -6,635 shares

    0.21% of the 13F portfolio, value $907,112.

    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 23,460 shares
    Change vs previous 13F -31,816 shares

    0.23% of the 13F portfolio, value $1,229,694.

    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 55,276 shares
    Change vs previous 13F +49,156 shares

    0.16% of the 13F portfolio, value $2,776,519.

    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 6,120 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $311,204.

    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).