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Disclosery

GWN SECURITIES INC.: XLV position timeline

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

GWN SECURITIES INC. held 2,328 XLV 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 2,328 shares
    Change vs previous 13F -1,576 shares

    0.06% of the 13F portfolio, value $369,352.

    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 3,904 shares
    Change vs previous 13F +190 shares

    0.11% of the 13F portfolio, value $572,635.

    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 3,714 shares
    Change vs previous 13F +1,102 shares

    0.12% of the 13F portfolio, value $574,936.

    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 2,612 shares
    Change vs previous 13F -2,118 shares

    0.08% of the 13F portfolio, value $364,517.

    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 4,730 shares
    Change vs previous 13F -7,094 shares

    0.12% of the 13F portfolio, value $639,198.

    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 11,824 shares
    Change vs previous 13F +10,370 shares

    0.09% of the 13F portfolio, value $1,561,084.

    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 1,454 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $208,128.

    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).