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Disclosery

GWN SECURITIES INC.: XLK position timeline

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

GWN SECURITIES INC. held 13,587 XLK 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 13,587 shares
    Change vs previous 13F -1,791 shares

    0.43% of the 13F portfolio, value $2,588,503.

    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 15,378 shares
    Change vs previous 13F +516 shares

    0.39% of the 13F portfolio, value $2,043,868.

    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 14,862 shares
    Change vs previous 13F +9,775 shares

    0.43% of the 13F portfolio, value $2,139,732.

    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 5,087 shares
    Change vs previous 13F -6,073 shares

    0.33% of the 13F portfolio, value $1,442,324.

    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 11,160 shares
    Change vs previous 13F -21,115 shares

    0.52% of the 13F portfolio, value $2,827,579.

    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 32,275 shares
    Change vs previous 13F +27,904 shares

    0.42% of the 13F portfolio, value $7,424,103.

    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 4,371 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,046,150.

    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).