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Disclosery

GWN SECURITIES INC.: XLU position timeline

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

GWN SECURITIES INC. held 8,069 XLU 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 8,069 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $365,867.

    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 8,145 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $373,784.

    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 8,140 shares
    Change vs previous 13F +3,798 shares

    0.07% of the 13F portfolio, value $347,534.

    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 4,342 shares
    Change vs previous 13F -4,646 shares

    0.09% of the 13F portfolio, value $379,717.

    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 8,988 shares
    Change vs previous 13F -59,400 shares

    0.14% of the 13F portfolio, value $734,072.

    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 68,388 shares
    Change vs previous 13F +62,417 shares

    0.31% of the 13F portfolio, value $5,422,226.

    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 5,971 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $474,635.

    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).