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Disclosery

GWN SECURITIES INC.: XLY position timeline

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

GWN SECURITIES INC. held 2,404 XLY 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 2,404 shares
    Change vs previous 13F -953 shares

    0.05% of the 13F portfolio, value $281,915.

    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 3,357 shares
    Change vs previous 13F -268 shares

    0.07% of the 13F portfolio, value $365,847.

    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 3,625 shares
    Change vs previous 13F +1,836 shares

    0.09% of the 13F portfolio, value $432,871.

    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 1,789 shares
    Change vs previous 13F -1,065 shares

    0.1% of the 13F portfolio, value $430,165.

    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 2,854 shares
    Change vs previous 13F -4,813 shares

    0.12% of the 13F portfolio, value $624,900.

    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 7,667 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,623,476.

    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).